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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
SPWG
1676
Syntegra Private Wealth Group
Missouri
$228K
HIMC
1677
Heritage Investors Management Corp
Maryland
$228K
WF
1678
WoodTrust Financial
Wisconsin
$228K
ME
1679
McIlrath & Eck
Washington
$226K
BFA
1680
Ballast Financial Advisors
Pennsylvania
$224K
W
1681
WealthCollab
Washington
$224K
FPCG
1682
Forum Private Client Group
Indiana
$222K
TSWM
1683
Triangle Securities Wealth Management
North Carolina
$222K
MF
1684
Manchester Financial
California
$222K
WT
1685
Whittier Trust
California
$222K
LAM
1686
Lewis Asset Management
California
$222K
FWM
1687
Finer Wealth Management
Massachusetts
$221K
GBWM
1688
Granite Bay Wealth Management
New Hampshire
$221K
MCA
1689
Midwest Capital Advisors
Michigan
$220K
DWT
1690
Dorsey & Whitney Trust
South Dakota
$219K
TIM
1691
Total Investment Management
Arizona
$219K
BWP
1692
BSW Wealth Partners
Colorado
$219K
HFS
1693
Heritage Financial Services
Massachusetts
$218K
SOWAS
1694
Silver Oak Wealth Advisors Services
California
$218K
WWMSC
1695
Wagner Wealth Management (South Carolina)
South Carolina
$217K
OWA
1696
Outlook Wealth Advisors
Texas
$216K
GC
1697
Granville Capital
North Carolina
$216K
HG
1698
Harbor Group
New Hampshire
$215K
CCA
1699
Cadent Capital Advisors
Oklahoma
$215K
QWP
1700
Quotient Wealth Partners
Texas
$215K