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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
T
1826
Transce3nd
Texas
$40.2K
HDIM
1827
Hanson & Doremus Investment Management
Vermont
$40K
MIM
1828
MTM Investment Management
South Carolina
$39K
ICCON
1829
Investment Counsel Company of Nevada
Nevada
$37.5K
TPBG
1830
Turning Point Benefit Group
Maryland
$35.9K
TCM
1831
Triumph Capital Management
Colorado
$35.7K
AA
1832
Addison Advisors
Vermont
$34.9K
NFSG
1833
Newbridge Financial Services Group
Florida
$34.9K
SA
1834
Strategic Advocates
Utah
$33.5K
IA
1835
IFS Advisors
Kansas
$33.5K
CJ
1836
Caitlin John
Michigan
$33.4K
MLA
1837
MB, Levis & Associates
Pennsylvania
$31.1K
KFP
1838
Kerr Financial Planning
California
$31K
AF
1839
Alerus Financial
North Dakota
$30.9K
DWS
1840
Dynamic Wealth Strategies
California
$28.9K
FFO
1841
Fortitude Family Office
Arizona
$28.8K
FMB
1842
Field & Main Bank
Kentucky
$28.8K
MG
1843
MilWealth Group
Wisconsin
$27.2K
HFS
1844
Horizon Financial Services
North Carolina
$27.1K
RDFA
1845
Ritter Daniher Financial Advisory
Ohio
$26.7K
AIA
1846
Aventus Investment Advisors
Florida
$26.3K
KG
1847
Kilter Group
New York
$26K
SRCM
1848
Signature Resources Capital Management
California
$25.5K
MTI
1849
Merrithew & Thorsten Inc
California
$25K
MHIP
1850
Mountain Hill Investment Partners
New Jersey
$24.7K