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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
TA
1526
TFB Advisors
Kansas
$308K
HCA
1527
Heck Capital Advisors
Wisconsin
$307K
HWM
1528
Heirloom Wealth Management
Colorado
$307K
GTAM
1529
Global Trust Asset Management
Florida
$307K
CRWM
1530
Castle Rock Wealth Management
California
$306K
SNBOSCI
1531
Security National Bank of Sioux City Iowa
Iowa
$304K
WTC
1532
WhitTier Trust Company
Nevada
$303K
LFA
1533
Laraway Financial Advisors
Minnesota
$303K
PAM
1534
Pegasus Asset Management
New York
$303K
BA
1535
BCM Advisors
Louisiana
$302K
SAM
1536
Seelaus Asset Management
New Jersey
$302K
IP
1537
Ignite Planners
California
$300K
CTWM
1538
Cherry Tree Wealth Management
Minnesota
$300K
WMP
1539
Wealth Management Partners
Arizona
$299K
MSCM
1540
McElhenny Sheffield Capital Management
Texas
$298K
SWA
1541
Sightline Wealth Advisors
Connecticut
$297K
NWM
1542
Northcape Wealth Management
New York
$296K
GAM
1543
Grandview Asset Management
Pennsylvania
$296K
PRP
1544
Peak Retirement Planning
Ohio
$295K
LFP
1545
Leeward Financial Partners
Washington
$295K
AW
1546
Apricus Wealth
South Carolina
$295K
DIM
1547
Delta Investment Management
California
$294K
TWM
1548
Tanglewood Wealth Management
Texas
$293K
RP
1549
Rowlandmiller & Partners
Georgia
$293K
PA
1550
Procyon Advisors
Connecticut
$290K