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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
TLP
1601
Trinity Legacy Partners
Texas
$265K
JBA
1602
Johnson Bixby & Associates
Washington
$264K
ECM
1603
EagleClaw Capital Management
Massachusetts
$264K
UB
1604
UMB Bank
Missouri
$263K
VCM
1605
Virtue Capital Management
Tennessee
$262K
BB
1606
Busey Bank
Illinois
$262K
BP
1607
Broadleaf Partners
Ohio
$262K
FBB
1608
Fulton Breakefield Broenniman
Maryland
$261K
MPM
1609
Meritage Portfolio Management
Kansas
$261K
OC
1610
Oakworth Capital
Alabama
$260K
LTL
1611
Lowery Thomas LLC
California
$259K
DJSG
1612
D.J. St. Germain
Massachusetts
$259K
CCMG
1613
Clark Capital Management Group
Pennsylvania
$258K
AW
1614
Alteri Wealth
California
$258K
DOA
1615
D'Orazio & Associates
Virginia
$257K
AFWM
1616
Arta Finance Wealth Management
California
$257K
NA
1617
Nautilus Advisors
California
$255K
RWM
1618
Ritholtz Wealth Management
New York
$255K
BC
1619
BDFS Capital
Delaware
$254K
SG
1620
Sankala Group
Colorado
$254K
HAM
1621
Harmony Asset Management
Arizona
$253K
CI
1622
CX Institutional
Indiana
$253K
JTWM
1623
Jackson Thornton Wealth Management
Alabama
$253K
FGA
1624
Fortis Group Advisors
New Jersey
$253K
MB
1625
MidFirst Bank
Oklahoma
$251K