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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
WPA
1651
West Paces Advisors
Georgia
$239K
JPWM
1652
Jamison Private Wealth Management
Georgia
$239K
Qube Research & Technologies (QRT)
1653
Qube Research & Technologies (QRT)
United Kingdom
$239K
CWM
1654
ClientFirst Wealth Management
Arkansas
$239K
QPWM
1655
Quadrant Private Wealth Management
Pennsylvania
$238K
EB
1656
Emprise Bank
Kansas
$238K
HWA
1657
HMV Wealth Advisors
Louisiana
$238K
HA
1658
Harfst & Associates
Wyoming
$237K
IWB
1659
Innovative Wealth Building
Maryland
$237K
CFG
1660
Copley Financial Group
California
$236K
BFG
1661
Birch Financial Group
New Hampshire
$236K
CMP
1662
Coston McIsaac & Partners
Maine
$236K
LRPA
1663
L. Roy Papp & Associates
Arizona
$236K
GI
1664
GAMMA Investing
California
$236K
PCP
1665
Proficio Capital Partners
Massachusetts
$235K
HAC
1666
Harbor Advisory Corp
New Hampshire
$235K
AWA
1667
Argos Wealth Advisors
California
$234K
AIC
1668
Archer Investment Corporation
Indiana
$234K
BHIA
1669
Birch Hill Investment Advisors
Massachusetts
$233K
CPIA
1670
Cornell Pochily Investment Advisors
New York
$232K
LAM
1671
LOM Asset Management
$232K
CBT
1672
Crews Bank & Trust
Florida
$232K
XWL
1673
XXI Wealth LLC
Illinois
$230K
SMG
1674
Smart Money Group
Texas
$230K
WAAG
1675
Wealth Alliance Advisory Group
Kansas
$229K