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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
CAIM
1801
Catherine Avery Investment Management
Florida
$49.5K
CB
1802
CNB Bank
Pennsylvania
$49.5K
FCMT
1803
Founders Capital Management (Texas)
Texas
$49.4K
DEM
1804
Disciplined Equity Management
Florida
$48.7K
CIAS
1805
CBIZ Investment Advisory Services
Ohio
$48.1K
GFA
1806
Godfrey Financial Associates
New York
$47.5K
CFS
1807
Compass Financial Services
Iowa
$47.2K
AIP
1808
Ameritas Investment Partners
Nebraska
$45.8K
KSB
1809
Kennebec Savings Bank
Maine
$45.7K
GWSA
1810
Global Wealth Strategies & Associates
Colorado
$45.4K
MBFW
1811
Morton Brown Family Wealth
Pennsylvania
$44.8K
EPG
1812
Estate Planners Group
Pennsylvania
$44.4K
MPW
1813
MASECO Private Wealth
$43.9K
VWWMG
1814
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K
HFS
1815
Hughes Financial Services
Virginia
$41.3K
FFA
1816
Frazier Financial Advisors
Ohio
$41.1K
OA
1817
Operose Advisors
Wisconsin
$41K
T
1818
Transce3nd
Texas
$40.2K
HDIM
1819
Hanson & Doremus Investment Management
Vermont
$40K
MIM
1820
MTM Investment Management
South Carolina
$39K
ICCON
1821
Investment Counsel Company of Nevada
Nevada
$37.5K
TPBG
1822
Turning Point Benefit Group
Maryland
$35.9K
TCM
1823
Triumph Capital Management
Colorado
$35.7K
AA
1824
Addison Advisors
Vermont
$34.9K
NFSG
1825
Newbridge Financial Services Group
Florida
$34.9K