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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
NL
1876
NorthAvenue LLC
Ohio
$10.9K
TC
1877
Truvestments Capital
Florida
$10.7K
FG
1878
Fairman Group
Pennsylvania
$10.6K
MSWM
1879
Mowery & Schoenfeld Wealth Management
Illinois
$9.42K
PWAM
1880
Private Wealth Asset Management
Iowa
$9.3K
GWS
1881
Greykasell Wealth Strategies
California
$9.15K
CFM
1882
Cornerstone Financial Management
Massachusetts
$9.05K
VFM
1883
Vision Financial Markets
Connecticut
$8.91K
LB
1884
Legacy Bridge
Iowa
$8.23K
NWMP
1885
Noble Wealth Management PBC
Colorado
$8.23K
CFO
1886
Cambient Family Office
Michigan
$8.23K
FIA
1887
FNY Investment Advisers
New York
$8K
MDA
1888
Minot DeBlois Advisors
Massachusetts
$6.86K
B
1889
Birchbrook
Maine
$6.84K
FMP
1890
Financial Management Professionals
Texas
$6.17K
WPWM
1891
Western Pacific Wealth Management
Illinois
$6K
OCM
1892
Osbon Capital Management
Massachusetts
$5.84K
RG
1893
RHL Group
Michigan
$5.84K
LWMI
1894
Legacy Wealth Management (Idaho)
Idaho
$5.79K
NWM
1895
Nova Wealth Management
Florida
$5.73K
WAS
1896
Winch Advisory Services
Wisconsin
$5.68K
CCMI
1897
Creative Capital Management Investments
California
$5.51K
TFM
1898
TFC Financial Management
Massachusetts
$4.97K
CNBTD
1899
Citizens National Bank Trust Department
Mississippi
$4.94K
GCM
1900
Gables Capital Management
Florida
$4.77K