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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
GG
1401
GenWealth Group
New Jersey
$400K
FIG
1402
FSA Investment Group
Florida
$399K
RCA
1403
Resonant Capital Advisors
Wisconsin
$399K
SB
1404
Sunflower Bank
Texas
$398K
IPAM
1405
Investment Partners Asset Management
New Jersey
$396K
HIA
1406
Harbor Investment Advisory
Maryland
$396K
BI
1407
Ballast Inc
Kentucky
$395K
FHC
1408
First Horizon Corporation
Tennessee
$395K
BRG
1409
Bay Rivers Group
Virginia
$394K
AIM
1410
Acropolis Investment Management
Missouri
$393K
TWM
1411
Topsail Wealth Management
North Carolina
$388K
AFA
1412
AA Financial Advisors
Ohio
$388K
GCM
1413
Generation Capital Management
New York
$388K
AIC
1414
Argus Investors Counsel
New York
$388K
LWM
1415
Liberty Wealth Management
California
$387K
LBC
1416
Lowe Brockenbrough & Co
Virginia
$386K
ERIC
1417
Eagle Rock Investment Company
Georgia
$386K
ONSWM
1418
Old North State Wealth Management
North Carolina
$382K
SWM
1419
Stockman Wealth Management
Montana
$380K
1IA
1420
1620 Investment Advisors
Massachusetts
$379K
VCM
1421
Vivaldi Capital Management
Illinois
$379K
SLC
1422
Second Line Capital
Louisiana
$379K
FCBT
1423
First Citizens Bank & Trust
North Carolina
$378K
NP
1424
NorthRock Partners
Minnesota
$377K
SIM
1425
Studio Investment Management
Illinois
$374K