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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
SIC
1776
SJS Investment Consulting
Ohio
$81.9K
APW
1777
Aventura Private Wealth
Florida
$74.3K
HHGA
1778
Halbert Hargrove Global Advisors
California
$71.4K
CFFP
1779
Center for Financial Planning
Michigan
$71.3K
SHIM
1780
Stone House Investment Management
Pennsylvania
$69.1K
SHF
1781
Safe Harbor Fiduciary
Florida
$68.1K
SGK
1782
Steigerwald Gordon & Koch
Virginia
$67K
GEA
1783
Glen Eagle Advisors
New Jersey
$66.8K
GWS
1784
Glassman Wealth Services
Virginia
$66.2K
MAS
1785
MPWM Advisory Solutions
Georgia
$65.2K
RWM
1786
Rialto Wealth Management
New York
$64.2K
EWM
1787
Evermay Wealth Management
Virginia
$61.7K
POIA
1788
Pin Oak Investment Advisors
Texas
$60K
TIM
1789
Thompson Investment Management
Wisconsin
$59.5K
BFS
1790
Beacon Financial Strategies
North Carolina
$58.6K
OFG
1791
Oxford Financial Group
Indiana
$58.6K
C
1792
Covestor
United Kingdom
$58K
PW
1793
Pandora Wealth
Illinois
$57.6K
FCT
1794
First Community Trust
Iowa
$57.5K
SWIM
1795
Smallwood Wealth Investment Management
New Jersey
$56.3K
RF
1796
Roxbury Financial
New Jersey
$54.6K
VWM
1797
Valley Wealth Managers
New Jersey
$53.6K
VCM
1798
Versant Capital Management
Arizona
$53K
VDBMI
1799
Van Den Berg Management I
Texas
$52.1K
BFO
1800
Biltmore Family Office
North Carolina
$51.1K