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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

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 (-$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
Holders Change %
% of All Funds
Holding in Top 10
211
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
Vontobel Holding
1476
Vontobel Holding
Switzerland
$347K
CAG
1477
Compass Advisory Group
New York
$347K
VC
1478
Veracity Capital
Georgia
$346K
KFGK
1479
Keystone Financial Group (Kentucky)
Kentucky
$346K
CI
1480
CPR Investments
Michigan
$345K
HAP
1481
Harbor Asset Planning
Massachusetts
$344K
SSW
1482
Stone Summit Wealth
Florida
$344K
SWA
1483
SFMG Wealth Advisors
Texas
$344K
PWMG
1484
Pinnacle Wealth Management Group
Michigan
$344K
FWCM
1485
Ferguson Wellman Capital Management
Oregon
$343K
CGA
1486
Crescent Grove Advisors
Illinois
$342K
CWM
1487
Castle Wealth Management
Florida
$342K
SWM
1488
SK Wealth Management
Rhode Island
$340K
IPWA
1489
International Private Wealth Advisors
California
$340K
TFA
1490
Tobias Financial Advisors
Florida
$340K
SIC
1491
Sage Investment Counsel
Tennessee
$338K
HWMO
1492
Heritage Wealth Management (Ohio)
Ohio
$338K
SEP
1493
Signature Equity Partners
Ohio
$338K
CPA
1494
Clear Point Advisors
New York
$337K
SWMG
1495
Stillwater Wealth Management Group
Florida
$337K
TPW
1496
Tiller Private Wealth
Pennsylvania
$335K
OWM
1497
OneAscent Wealth Management
Alabama
$335K
RWB
1498
RMR Wealth Builders
New Jersey
$335K
AWM
1499
Athena Wealth Management
Nevada
$335K
AFA
1500
Aznar Financial Advisors
New Jersey
$334K