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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
CW
1776
Curio Wealth
Maryland
$89.6K
BC
1777
Barrett & Company
Rhode Island
$84.7K
WSFS
1778
Wilmington Savings Fund Society
Delaware
$84.6K
KCM
1779
Key Capital Management
Tennessee
$83.8K
WWA
1780
Wealth Watch Advisors
Colorado
$82.7K
WCM
1781
Weaver Capital Management
Georgia
$82.4K
AT
1782
Arlington Trust
Alabama
$82.3K
MJRIC
1783
Mogy Joel R Investment Counsel
California
$82.3K
SIC
1784
SJS Investment Consulting
Ohio
$81.9K
APW
1785
Aventura Private Wealth
Florida
$74.3K
HHGA
1786
Halbert Hargrove Global Advisors
California
$71.4K
CFFP
1787
Center for Financial Planning
Michigan
$71.3K
SHIM
1788
Stone House Investment Management
Pennsylvania
$69.1K
SHF
1789
Safe Harbor Fiduciary
Florida
$68.1K
SGK
1790
Steigerwald Gordon & Koch
Virginia
$67K
GEA
1791
Glen Eagle Advisors
New Jersey
$66.8K
GWS
1792
Glassman Wealth Services
Virginia
$66.2K
MAS
1793
MPWM Advisory Solutions
Georgia
$65.2K
RWM
1794
Rialto Wealth Management
New York
$64.2K
EWM
1795
Evermay Wealth Management
Virginia
$61.7K
POIA
1796
Pin Oak Investment Advisors
Texas
$60K
TIM
1797
Thompson Investment Management
Wisconsin
$59.5K
BFS
1798
Beacon Financial Strategies
North Carolina
$58.6K
OFG
1799
Oxford Financial Group
Indiana
$58.6K
C
1800
Covestor
United Kingdom
$58K