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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
HFS
1751
Hantz Financial Services
Michigan
$140K
CH
1752
CDKV Holdings
Colorado
$140K
GWM
1753
GSB Wealth Management
Connecticut
$137K
MFP
1754
Meramec Financial Planners
Missouri
$136K
WA
1755
Westfuller Advisors
New York
$132K
CVM
1756
Cheviot Value Management
California
$130K
TCM
1757
Tradewinds Capital Management
Washington
$129K
NCM
1758
Northwest Capital Management
Oregon
$123K
RF
1759
Rossby Financial
Florida
$122K
FPF
1760
First Pacific Financial
Washington
$118K
Franklin Resources
1761
Franklin Resources
California
$116K
TAM
1762
Tucker Asset Management
Colorado
$113K
AWA
1763
Acumen Wealth Advisors
Tennessee
$112K
CWM
1764
Copia Wealth Management
Oregon
$111K
LAS
1765
Lloyd Advisory Services
Georgia
$109K
ITIM
1766
Indiana Trust & Investment Management
Indiana
$105K
MCA
1767
McGuire Capital Advisors
Oklahoma
$103K
PWMG
1768
Prestige Wealth Management Group
New Jersey
$102K
PCM
1769
Palouse Capital Management
Washington
$101K
NWM
1770
Navigoe Wealth Management
California
$100K
IF
1771
Integrity Financial
Wyoming
$99.4K
BA
1772
Ballast Advisors
Minnesota
$97.7K
SSG
1773
Summit Securities Group
New York
$93.3K
SC
1774
Solstein Capital
California
$92.4K
RTL
1775
Red Tortoise LLC
Georgia
$91.2K