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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
PW
1801
Pandora Wealth
Illinois
$57.6K
FCT
1802
First Community Trust
Iowa
$57.5K
SWIM
1803
Smallwood Wealth Investment Management
New Jersey
$56.3K
RF
1804
Roxbury Financial
New Jersey
$54.6K
VWM
1805
Valley Wealth Managers
New Jersey
$53.6K
VCM
1806
Versant Capital Management
Arizona
$53K
VDBMI
1807
Van Den Berg Management I
Texas
$52.1K
BFO
1808
Biltmore Family Office
North Carolina
$51.1K
CAIM
1809
Catherine Avery Investment Management
Florida
$49.5K
CB
1810
CNB Bank
Pennsylvania
$49.5K
FCMT
1811
Founders Capital Management (Texas)
Texas
$49.4K
DEM
1812
Disciplined Equity Management
Florida
$48.7K
CIAS
1813
CBIZ Investment Advisory Services
Ohio
$48.1K
GFA
1814
Godfrey Financial Associates
New York
$47.5K
CFS
1815
Compass Financial Services
Iowa
$47.2K
AIP
1816
Ameritas Investment Partners
Nebraska
$45.8K
KSB
1817
Kennebec Savings Bank
Maine
$45.7K
GWSA
1818
Global Wealth Strategies & Associates
Colorado
$45.4K
MBFW
1819
Morton Brown Family Wealth
Pennsylvania
$44.8K
EPG
1820
Estate Planners Group
Pennsylvania
$44.4K
MPW
1821
MASECO Private Wealth
$43.9K
VWWMG
1822
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K
HFS
1823
Hughes Financial Services
Virginia
$41.3K
FFA
1824
Frazier Financial Advisors
Ohio
$41.1K
OA
1825
Operose Advisors
Wisconsin
$41K