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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
FFS
1726
Flavin Financial Services
Florida
$201K
QP
1727
Quartz Partners
New York
$201K
PBO
1728
Peoples Bank (Ohio)
Ohio
$200K
HWM
1729
HighMark Wealth Management
Minnesota
$200K
FA
1730
Fountainhead AM
New Jersey
$194K
Kayne Anderson Rudnick Investment Management
1731
Kayne Anderson Rudnick Investment Management
California
$193K
AAG
1732
Accordant Advisory Group
Maryland
$192K
FDCDDQ
1733
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K
LGWM
1734
Litman Gregory Wealth Management
California
$191K
AWM
1735
Activest Wealth Management
Florida
$191K
HPC
1736
HM Payson & Co
Maine
$189K
IIM
1737
IFC & Insurance Marketing
California
$189K
DF
1738
Dunhill Financial
United Kingdom
$188K
HI
1739
Hendershot Investments
Virginia
$185K
MCA
1740
Maryland Capital Advisors
Maryland
$181K
AWM
1741
Abound Wealth Management
Tennessee
$171K
CFD
1742
Creative Financial Designs
Indiana
$169K
JWA
1743
JFS Wealth Advisors
Pennsylvania
$164K
DF
1744
DecisionPoint Financial
Arizona
$161K
EAM
1745
Empirical Asset Management
Massachusetts
$157K
UCB
1746
United Community Bank
South Carolina
$155K
WFA
1747
West Financial Advisors
Iowa
$155K
B
1748
Bayban
Minnesota
$148K
TSMHT
1749
Thurston Springer Miller Herd & Titak
Indiana
$146K
RP
1750
Rice Partnership
Hawaii
$142K