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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
MPM
1601
Meritage Portfolio Management
Kansas
$261K
OC
1602
Oakworth Capital
Alabama
$260K
LTL
1603
Lowery Thomas LLC
California
$259K
DJSG
1604
D.J. St. Germain
Massachusetts
$259K
CCMG
1605
Clark Capital Management Group
Pennsylvania
$258K
AW
1606
Alteri Wealth
California
$258K
DOA
1607
D'Orazio & Associates
Virginia
$257K
AFWM
1608
Arta Finance Wealth Management
California
$257K
NA
1609
Nautilus Advisors
California
$255K
RWM
1610
Ritholtz Wealth Management
New York
$255K
BC
1611
BDFS Capital
Delaware
$254K
SG
1612
Sankala Group
Colorado
$254K
HAM
1613
Harmony Asset Management
Arizona
$253K
CI
1614
CX Institutional
Indiana
$253K
JTWM
1615
Jackson Thornton Wealth Management
Alabama
$253K
FGA
1616
Fortis Group Advisors
New Jersey
$253K
MB
1617
MidFirst Bank
Oklahoma
$251K
TWC
1618
TD Waterhouse Canada
Ontario, Canada
$250K
FA
1619
Faithward Advisors
Pennsylvania
$248K
TCMP
1620
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K
KA
1621
Klingman & Associates
New York
$247K
PW
1622
PUREfi Wealth
Massachusetts
$247K
ACM
1623
Avos Capital Management
Washington
$247K
WDL
1624
Well Done LLC
Michigan
$247K
TWA
1625
TCI Wealth Advisors
Arizona
$247K