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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
BWS
1501
Buck Wealth Strategies
Colorado
$331K
YP
1502
YANKCOM Partnership
South Dakota
$331K
TIP
1503
Tandem Investment Partners
New Jersey
$330K
SPWM
1504
Straight Path Wealth Management
Michigan
$329K
SW
1505
SkyOak Wealth
Michigan
$328K
VFG
1506
Valley Financial Group
Pennsylvania
$328K
FBC
1507
Fairfield, Bush & Co
Connecticut
$327K
JC
1508
JB Capital
Connecticut
$323K
CIM
1509
Cambria Investment Management
California
$323K
FA
1510
FSA Advisors
Michigan
$322K
JESC
1511
J.E. Simmons & Co
Texas
$321K
FFG
1512
Frisch Financial Group
New York
$321K
FA
1513
Flagstar Advisors
New York
$320K
AGP
1514
Autumn Glory Partners
Texas
$317K
CSC
1515
Caldwell Sutter Capital
California
$315K
MSG
1516
Main Street Group
Virginia
$314K
BRPW
1517
Ballast Rock Private Wealth
South Carolina
$314K
DLCIG
1518
D.L. Carlson Investment Group
New Hampshire
$313K
LWM
1519
Lodestone Wealth Management
Washington
$312K
PSP
1520
Pacific Sage Partners
Washington
$311K
WAS
1521
WESPAC Advisors SoCal
California
$310K
BC
1522
Bulwark Capital
Florida
$309K
RWA
1523
River Wealth Advisors
Pennsylvania
$309K
VA
1524
VestGen Advisors
Illinois
$309K
VC
1525
Vicus Capital
Pennsylvania
$309K