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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
LGWM
1726
Litman Gregory Wealth Management
California
$191K
AWM
1727
Activest Wealth Management
Florida
$191K
HPC
1728
HM Payson & Co
Maine
$189K
IIM
1729
IFC & Insurance Marketing
California
$189K
DF
1730
Dunhill Financial
United Kingdom
$188K
HI
1731
Hendershot Investments
Virginia
$185K
MCA
1732
Maryland Capital Advisors
Maryland
$181K
AWM
1733
Abound Wealth Management
Tennessee
$171K
CFD
1734
Creative Financial Designs
Indiana
$169K
JWA
1735
JFS Wealth Advisors
Pennsylvania
$164K
DF
1736
DecisionPoint Financial
Arizona
$161K
EAM
1737
Empirical Asset Management
Massachusetts
$157K
UCB
1738
United Community Bank
South Carolina
$155K
WFA
1739
West Financial Advisors
Iowa
$155K
B
1740
Bayban
Minnesota
$148K
TSMHT
1741
Thurston Springer Miller Herd & Titak
Indiana
$146K
RP
1742
Rice Partnership
Hawaii
$142K
HFS
1743
Hantz Financial Services
Michigan
$140K
CH
1744
CDKV Holdings
Colorado
$140K
GWM
1745
GSB Wealth Management
Connecticut
$137K
MFP
1746
Meramec Financial Planners
Missouri
$136K
WA
1747
Westfuller Advisors
New York
$132K
CVM
1748
Cheviot Value Management
California
$130K
TCM
1749
Tradewinds Capital Management
Washington
$129K
NCM
1750
Northwest Capital Management
Oregon
$123K