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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
GAM
1551
Grandview Asset Management
Pennsylvania
$296K
PRP
1552
Peak Retirement Planning
Ohio
$295K
LFP
1553
Leeward Financial Partners
Washington
$295K
AW
1554
Apricus Wealth
South Carolina
$295K
DIM
1555
Delta Investment Management
California
$294K
TWM
1556
Tanglewood Wealth Management
Texas
$293K
RP
1557
Rowlandmiller & Partners
Georgia
$293K
PA
1558
Procyon Advisors
Connecticut
$290K
BSCCG
1559
Blue Sky Capital Consultants Group
California
$289K
MFC
1560
Morris Financial Concepts
South Carolina
$289K
KFG
1561
Kingdom Financial Group
Arizona
$289K
BSTWA
1562
Blake Schutter Theil Wealth Advisors
Ohio
$289K
DAM
1563
Delta Asset Management
Tennessee
$288K
UF
1564
Univest Financial
Pennsylvania
$288K
LSA
1565
Lansing Street Advisors
Pennsylvania
$287K
IPA
1566
Investment Planning Advisors
Georgia
$287K
TC
1567
Tenret Company
Florida
$286K
FA
1568
FF Advisors
California
$285K
JHCP
1569
Jackson Hole Capital Partners
Oklahoma
$284K
BTI
1570
Blue Trust Inc
Georgia
$284K
CWA
1571
Cascade Wealth Advisors
Washington
$283K
SFP
1572
Strategic Financial Partners
Oregon
$282K
FM
1573
Foster & Motley
Ohio
$282K
SA
1574
Strategic Advisors
New York
$281K
HC
1575
Hamilton Capital
Ohio
$281K