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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
DA
1701
Drake & Associates
Wisconsin
$214K
PFM
1702
Peak Financial Management
Massachusetts
$214K
RBC
1703
Roble Belko & Company
Pennsylvania
$214K
WS
1704
Wilian Securities
Minnesota
$214K
OAJ
1705
Ogorek Anthony Joseph
New York
$213K
KHCM
1706
Kirtland Hills Capital Management
Ohio
$213K
SFB
1707
STAR Financial Bank
Indiana
$212K
FFBTD
1708
First Financial Bank - Trust Division
Ohio
$209K
FFG
1709
Fiduciary Financial Group
California
$209K
AWM
1710
Aberdeen Wealth Management
Illinois
$209K
SFG
1711
Synergy Financial Group
California
$209K
PHAM
1712
Palisades Hudson Asset Management
Florida
$208K
ABTD
1713
Arvest Bank Trust Division
Oklahoma
$208K
GAM
1714
GEM Asset Management
Michigan
$207K
LCM
1715
Lazari Capital Management
California
$207K
SEEDPG
1716
S.E.E.D. Planning Group
New York
$206K
ARA
1717
Approach Retirement Advisors
Alabama
$206K
FCMA
1718
Foresight Capital Management Advisors
Michigan
$206K
CP
1719
Canopy Partners
Ohio
$205K
RSWA
1720
Robinson Smith Wealth Advisors
Maine
$204K
NG
1721
Norden Group
Utah
$204K
WIM
1722
Westside Investment Management
California
$204K
OC
1723
Opal Capital
Florida
$203K
FWP
1724
Firethorn Wealth Partners
Georgia
$202K
CIS
1725
Continental Investors Services
Washington
$202K