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Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

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

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
TWM
1426
Topsail Wealth Management
North Carolina
$388K
AFA
1427
AA Financial Advisors
Ohio
$388K
GCM
1428
Generation Capital Management
New York
$388K
AIC
1429
Argus Investors Counsel
New York
$388K
LWM
1430
Liberty Wealth Management
California
$387K
LBC
1431
Lowe Brockenbrough & Co
Virginia
$386K
ERIC
1432
Eagle Rock Investment Company
Georgia
$386K
ONSWM
1433
Old North State Wealth Management
North Carolina
$382K
SWM
1434
Stockman Wealth Management
Montana
$380K
1IA
1435
1620 Investment Advisors
Massachusetts
$379K
VCM
1436
Vivaldi Capital Management
Illinois
$379K
SLC
1437
Second Line Capital
Louisiana
$379K
FCBT
1438
First Citizens Bank & Trust
North Carolina
$378K
NP
1439
NorthRock Partners
Minnesota
$377K
SIM
1440
Studio Investment Management
Illinois
$374K
WA
1441
Winter & Associates
Minnesota
$374K
WE
1442
Wealth Effects
Massachusetts
$372K
GA
1443
GoalVest Advisory
New York
$368K
WA
1444
Wealth Architects
California
$368K
UFA
1445
Uptown Financial Advisors
Texas
$366K
FFWM
1446
Future Financial Wealth Management
Ohio
$365K
CFP
1447
Cascade Financial Partners
California
$365K
RWM
1448
RKL Wealth Management
Pennsylvania
$363K
RFS
1449
RM Financial Services
Maine
$362K
GAFA
1450
Garton & Associates Financial Advisors
Kentucky
$360K