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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
LB
1876
Legacy Bridge
Iowa
$8.23K
NWMP
1877
Noble Wealth Management PBC
Colorado
$8.23K
CFO
1878
Cambient Family Office
Michigan
$8.23K
FIA
1879
FNY Investment Advisers
New York
$8K
MDA
1880
Minot DeBlois Advisors
Massachusetts
$6.86K
B
1881
Birchbrook
Maine
$6.84K
FMP
1882
Financial Management Professionals
Texas
$6.17K
WPWM
1883
Western Pacific Wealth Management
Illinois
$6K
OCM
1884
Osbon Capital Management
Massachusetts
$5.84K
RG
1885
RHL Group
Michigan
$5.84K
LWMI
1886
Legacy Wealth Management (Idaho)
Idaho
$5.79K
NWM
1887
Nova Wealth Management
Florida
$5.73K
WAS
1888
Winch Advisory Services
Wisconsin
$5.68K
CCMI
1889
Creative Capital Management Investments
California
$5.51K
TFM
1890
TFC Financial Management
Massachusetts
$4.97K
CNBTD
1891
Citizens National Bank Trust Department
Mississippi
$4.94K
GCM
1892
Gables Capital Management
Florida
$4.77K
WBC
1893
West Branch Capital
Massachusetts
$4.44K
KA
1894
Kozak & Associates
Colorado
$4.42K
RWA
1895
Redmont Wealth Advisors
Illinois
$4.32K
SFAM
1896
Sawyer Falduto Asset Management
Illinois
$4.12K
AW
1897
Avion Wealth
Texas
$4K
SN
1898
Sittner & Nelson
Oregon
$3.97K
IWP
1899
IAG Wealth Partners
Wisconsin
$3.95K
GWSG
1900
GPS Wealth Strategies Group
Colorado
$3.83K