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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
UFA
1451
Uptown Financial Advisors
Texas
$366K
FFWM
1452
Future Financial Wealth Management
Ohio
$365K -$108K -3,971 -24%
CFP
1453
Cascade Financial Partners
California
$365K -$47.2K -1,736 -12%
RWM
1454
RKL Wealth Management
Pennsylvania
$363K +$299 +11 +0.1%
RFS
1455
RM Financial Services
Maine
$362K +$359K +13,190 New
GAFA
1456
Garton & Associates Financial Advisors
Kentucky
$360K +$357K +13,129 New
LIM
1457
Loudon Investment Management
New Hampshire
$360K -$305K -11,225 -46%
HW
1458
Hancock Whitney
Mississippi
$359K +$356K +13,095 New
GC
1459
GatePass Capital
Ohio
$359K +$356K +13,094 New
CC
1460
Citrine Capital
California
$359K
WW
1461
Waterfront Wealth
Kansas
$359K -$12.7K -466 -4%
CCFCSB
1462
Cape Cod Five Cents Savings Bank
Massachusetts
$358K
NC
1463
NovaPoint Capital
Georgia
$358K +$245 +9 +0.1%
RWP
1464
Ridgeline Wealth Planning
Ohio
$357K -$33.9K -1,245 -9%
RFW
1465
Redwood Family Wealth
Texas
$357K +$354K +13,022 New
KIM
1466
Kane Investment Management
California
$357K -$19.6K -720 -5%
SNBOSD
1467
Security National Bank of So Dak
Iowa
$355K
SWM
1468
Shakespeare Wealth Management
Wisconsin
$355K
GGI
1469
Godsey & Gibb Inc
Virginia
$354K -$134K -4,919 -28%
UW
1470
Unique Wealth
Florida
$353K +$2.72K +100 +0.8%
GF
1471
GGM Financials
Ohio
$352K +$952 +35 +0.3%
PIWA
1472
Prevail Innovative Wealth Advisors
Kansas
$351K +$348K +12,800 New
LSPW
1473
Lake Street Private Wealth
Illinois
$348K +$29K +1,067 +9%
GHA
1474
GW Henssler & Associates
Georgia
$348K -$7.23K -266 -2%
AFA
1475
Amicus Financial Advisors
Texas
$347K +$344K +12,660 New