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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
SA
1826
Strategic Advocates
Utah
$33.5K
IA
1827
IFS Advisors
Kansas
$33.5K
CJ
1828
Caitlin John
Michigan
$33.4K
MLA
1829
MB, Levis & Associates
Pennsylvania
$31.1K
KFP
1830
Kerr Financial Planning
California
$31K
AF
1831
Alerus Financial
North Dakota
$30.9K
DWS
1832
Dynamic Wealth Strategies
California
$28.9K
FFO
1833
Fortitude Family Office
Arizona
$28.8K
FMB
1834
Field & Main Bank
Kentucky
$28.8K
MG
1835
MilWealth Group
Wisconsin
$27.2K
HFS
1836
Horizon Financial Services
North Carolina
$27.1K
RDFA
1837
Ritter Daniher Financial Advisory
Ohio
$26.7K
AIA
1838
Aventus Investment Advisors
Florida
$26.3K
KG
1839
Kilter Group
New York
$26K
SRCM
1840
Signature Resources Capital Management
California
$25.5K
MTI
1841
Merrithew & Thorsten Inc
California
$25K
MHIP
1842
Mountain Hill Investment Partners
New Jersey
$24.7K
ISWM
1843
Intesa Sanpaolo Wealth Management
$23K
EW
1844
Elyxium Wealth
California
$23K
HWA
1845
Heritage Wealth Advisors
Virginia
$22.8K
PFM
1846
Phillips Financial Management
Indiana
$22.3K
CSB
1847
City State Bank
Iowa
$22.2K
MFT
1848
Moisand Fitzgerald Tamayo
Florida
$21.7K
JGIA
1849
Jackson Grant Investment Advisers
Connecticut
$21.1K
GAMC
1850
Garner Asset Management Corp
Texas
$20.6K