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Schwab US Dividend Equity ETF

1,906 hedge funds and large institutions have $21.9B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 732 increasing their positions, 752 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:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $22.2B → $21.9B (-$242M)

3% less repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
JBA
1576
Johnson Bixby & Associates
Washington
$264K
ECM
1577
EagleClaw Capital Management
Massachusetts
$264K
UB
1578
UMB Bank
Missouri
$263K
VCM
1579
Virtue Capital Management
Tennessee
$262K
BB
1580
Busey Bank
Illinois
$262K
BP
1581
Broadleaf Partners
Ohio
$262K
FBB
1582
Fulton Breakefield Broenniman
Maryland
$261K
MPM
1583
Meritage Portfolio Management
Kansas
$261K
OC
1584
Oakworth Capital
Alabama
$260K
LTL
1585
Lowery Thomas LLC
California
$259K
DJSG
1586
D.J. St. Germain
Massachusetts
$259K
CCMG
1587
Clark Capital Management Group
Pennsylvania
$258K
AW
1588
Alteri Wealth
California
$258K
DOA
1589
D'Orazio & Associates
Virginia
$257K
AFWM
1590
Arta Finance Wealth Management
California
$257K
NA
1591
Nautilus Advisors
California
$255K
RWM
1592
Ritholtz Wealth Management
New York
$255K
BC
1593
BDFS Capital
Delaware
$254K
SG
1594
Sankala Group
Colorado
$254K
HAM
1595
Harmony Asset Management
Arizona
$253K
CI
1596
CX Institutional
Indiana
$253K
JTWM
1597
Jackson Thornton Wealth Management
Alabama
$253K
FGA
1598
Fortis Group Advisors
New Jersey
$253K
MB
1599
MidFirst Bank
Oklahoma
$251K
TWC
1600
TD Waterhouse Canada
Ontario, Canada
$250K