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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
HIA
1426
Harbor Investment Advisory
Maryland
$396K
BI
1427
Ballast Inc
Kentucky
$395K
FHC
1428
First Horizon Corporation
Tennessee
$395K +$16.3K +598 +4%
BRG
1429
Bay Rivers Group
Virginia
$394K +$133K +4,899 +52%
FAN
1430
Financial Advisors Network
California
$393K +$17.3K +636 +5%
AIM
1431
Acropolis Investment Management
Missouri
$393K
TWM
1432
Topsail Wealth Management
North Carolina
$388K
AFA
1433
AA Financial Advisors
Ohio
$388K +$8.73K +321 +2%
GCM
1434
Generation Capital Management
New York
$388K
AIC
1435
Argus Investors Counsel
New York
$388K -$6.06K -223 -2%
LWM
1436
Liberty Wealth Management
California
$387K +$384K +14,119 New
LBC
1437
Lowe Brockenbrough & Co
Virginia
$386K
ERIC
1438
Eagle Rock Investment Company
Georgia
$386K +$101K +3,724 +36%
ONSWM
1439
Old North State Wealth Management
North Carolina
$382K +$7.86K +289 +2%
SWM
1440
Stockman Wealth Management
Montana
$380K -$17.9K -657 -5%
1IA
1441
1620 Investment Advisors
Massachusetts
$379K -$56K -2,058 -13%
VCM
1442
Vivaldi Capital Management
Illinois
$379K +$93.5K +3,440 +33%
SLC
1443
Second Line Capital
Louisiana
$379K -$44.6K -1,640 -11%
FCBT
1444
First Citizens Bank & Trust
North Carolina
$378K
NP
1445
NorthRock Partners
Minnesota
$377K -$4.81K -177 -1%
SIM
1446
Studio Investment Management
Illinois
$374K +$17.1K +630 +5%
WA
1447
Winter & Associates
Minnesota
$374K +$370K +13,626 New
WE
1448
Wealth Effects
Massachusetts
$372K +$11.4K +420 +3%
GA
1449
GoalVest Advisory
New York
$368K -$31.6K -1,161 -8%
WA
1450
Wealth Architects
California
$368K +$117K +4,298 +47%