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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
Vontobel Holding
1476
Vontobel Holding
Switzerland
$347K
CAG
1477
Compass Advisory Group
New York
$347K -$36.7K -1,350 -10%
VC
1478
Veracity Capital
Georgia
$346K +$343K +12,622 New
KFGK
1479
Keystone Financial Group (Kentucky)
Kentucky
$346K +$98.6K +3,628 +40%
CI
1480
CPR Investments
Michigan
$345K -$106K -3,899 -24%
HAP
1481
Harbor Asset Planning
Massachusetts
$344K -$1.02M -37,425 -75%
SSW
1482
Stone Summit Wealth
Florida
$344K -$163 -6 -0%
SWA
1483
SFMG Wealth Advisors
Texas
$344K +$341K +12,542 New
PWMG
1484
Pinnacle Wealth Management Group
Michigan
$344K -$8.76K -322 -3%
FWCM
1485
Ferguson Wellman Capital Management
Oregon
$343K -$54 -2 -0%
CGA
1486
Crescent Grove Advisors
Illinois
$342K -$90.7K -3,337 -21%
CWM
1487
Castle Wealth Management
Florida
$342K -$21.2K -780 -6%
SWM
1488
SK Wealth Management
Rhode Island
$340K -$4.95K -182 -2%
IPWA
1489
International Private Wealth Advisors
California
$340K +$10.8K +397 +3%
TFA
1490
Tobias Financial Advisors
Florida
$340K +$337K +12,398 New
SIC
1491
Sage Investment Counsel
Tennessee
$338K +$6.63K +244 +2%
HWMO
1492
Heritage Wealth Management (Ohio)
Ohio
$338K -$80.3K -2,955 -19%
SEP
1493
Signature Equity Partners
Ohio
$338K +$335K +12,304 New
CPA
1494
Clear Point Advisors
New York
$337K -$341K -12,535 -50%
SWMG
1495
Stillwater Wealth Management Group
Florida
$337K +$48.3K +1,778 +17%
TPW
1496
Tiller Private Wealth
Pennsylvania
$335K -$272K -9,995 -45%
OWM
1497
OneAscent Wealth Management
Alabama
$335K -$44.8K -1,647 -12%
RWB
1498
RMR Wealth Builders
New Jersey
$335K -$12.3K -451 -4%
AWM
1499
Athena Wealth Management
Nevada
$335K +$332K +12,198 New
AFA
1500
Aznar Financial Advisors
New Jersey
$334K +$331K +12,174 New