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Schwab US Dividend Equity ETF

1,908 hedge funds and large institutions have $21.9B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 733 increasing their positions, 752 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $22.2B → $21.9B (-$242M)

3% less repeat investments, than reductions

Existing positions increased: 733 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,908
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$101M
Puts
$121M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
1401
Millstone Evans Group
Colorado
$402K
GG
1402
GenWealth Group
New Jersey
$400K
FIG
1403
FSA Investment Group
Florida
$399K
RCA
1404
Resonant Capital Advisors
Wisconsin
$399K
SB
1405
Sunflower Bank
Texas
$398K
IPAM
1406
Investment Partners Asset Management
New Jersey
$396K
HIA
1407
Harbor Investment Advisory
Maryland
$396K
BI
1408
Ballast Inc
Kentucky
$395K
FHC
1409
First Horizon Corporation
Tennessee
$395K
BRG
1410
Bay Rivers Group
Virginia
$394K
AIM
1411
Acropolis Investment Management
Missouri
$393K
TWM
1412
Topsail Wealth Management
North Carolina
$388K
AFA
1413
AA Financial Advisors
Ohio
$388K
GCM
1414
Generation Capital Management
New York
$388K
AIC
1415
Argus Investors Counsel
New York
$388K
LWM
1416
Liberty Wealth Management
California
$387K
LBC
1417
Lowe Brockenbrough & Co
Virginia
$386K
ERIC
1418
Eagle Rock Investment Company
Georgia
$386K
ONSWM
1419
Old North State Wealth Management
North Carolina
$382K
SWM
1420
Stockman Wealth Management
Montana
$380K
1IA
1421
1620 Investment Advisors
Massachusetts
$379K
VCM
1422
Vivaldi Capital Management
Illinois
$379K
SLC
1423
Second Line Capital
Louisiana
$379K
FCBT
1424
First Citizens Bank & Trust
North Carolina
$378K
NP
1425
NorthRock Partners
Minnesota
$377K