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Schwab US Dividend Equity ETF

1,933 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 738 increasing their positions, 755 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 101

7% more funds holding

Funds holding: 1,8011,933 (+132)

1% more funds holding in top 10

Funds holding in top 10: 208211 (+3)

0.28% less ownership

Funds ownership: 31.07%30.79% (-0.28%)

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$182M)

2% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 755

16% less call options, than puts

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

Holders
1,933
Holders Change
+132
Holders Change %
+7.33%
% of All Funds
23.52%
Holding in Top 10
211
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.44%
% of All Funds
2.57%
New
264
Increased
738
Reduced
755
Closed
101
Calls
$101M
Puts
$121M
Net Calls
-$19.9M
Net Calls Change
-$84M
Name Holding Trade Value Shares
Change
Change in
Stake
S
1401
SignatureFD
Georgia
$421K -$176K -6,480 -30%
HCM
1402
Howland Capital Management
Massachusetts
$420K
DWG
1403
Darden Wealth Group
Michigan
$420K -$23.1K -848 -5%
AFP
1404
ATLas Financial Planning
Georgia
$420K +$416K +15,306 New
ZRP
1405
Zynergy Retirement Planning
New Jersey
$420K +$5.68K +209 +1%
AWMM
1406
Aegis Wealth Management (Maryland)
Maryland
$414K -$1.46M -53,711 -78%
PCS
1407
Private Client Services
Kentucky
$414K -$36.9K -1,358 -8%
DWM
1408
DKM Wealth Management
California
$413K
1832 Asset Management
1409
1832 Asset Management
Ontario, Canada
$412K +$979 +36 +0.2%
FFO
1410
Fiduciary Family Office
Florida
$411K
ONB
1411
Old National Bancorp
Indiana
$411K +$93.5K +3,437 +30%
CCG
1412
Cypress Capital Group
Florida
$411K +$408K +15,000 New
MW
1413
Maia Wealth
Colorado
$410K +$151K +5,566 +74%
DSC
1414
Daytona Street Capital
Missouri
$409K +$406K +14,927 New
TF
1415
Tenon Financial
New Jersey
$409K -$6.91K -254 -2%
CPA
1416
Capital Performance Advisors
California
$407K +$404K +14,843 New
LEFP
1417
Leading Edge Financial Planning
Tennessee
$405K -$11K -405 -3%
AIMC
1418
Alley Investment Management Company
Illinois
$404K -$2.99K -110 -0.7%
LFA
1419
Legacy Financial Advisors
Kentucky
$403K +$14.5K +532 +4%
MEG
1420
Millstone Evans Group
Colorado
$402K +$187K +6,872 +88%
GG
1421
GenWealth Group
New Jersey
$400K
FIG
1422
FSA Investment Group
Florida
$399K -$285K -10,469 -42%
RCA
1423
Resonant Capital Advisors
Wisconsin
$399K +$15.3K +562 +4%
SB
1424
Sunflower Bank
Texas
$398K +$11.4K +419 +3%
IPAM
1425
Investment Partners Asset Management
New Jersey
$396K -$203K -7,476 -34%