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Schwab US Dividend Equity ETF

1,908 hedge funds and large institutions have $21.9B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 733 increasing their positions, 752 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:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $22.2B → $21.9B (-$242M)

3% less repeat investments, than reductions

Existing positions increased: 733 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,908
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
HB
1901
Horizon Bancorp
Indiana
$1K
CPBTD
1902
Central Pacific Bank - Trust Division
Hawaii
$823
NMG
1903
New Millennium Group
Utah
$754
NRC
1904
New Republic Capital
North Carolina
$741
YAL
1905
Your Advocates Ltd
Texas
$549
EWA
1906
EQ Wealth Advisors
Texas
$531
WAG
1907
Wilkerson Advisory Group
Missouri
$189
IRAG
1908
Investment Research & Advisory Group
Georgia
$140
GWP
1909
Gen-Wealth Partners
Michigan
$82
EAM
1910
Eukles Asset Management
Ohio
$55
RWP
1911
Reliant Wealth Planning
Kentucky
PAS
1912
Park Avenue Securities
New York
Marshall Wace
1913
Marshall Wace
United Kingdom
Jane Street
1914
Jane Street
New York
TFA
1915
Trinity Financial Advisors
Ohio
Citadel Advisors
1916
Citadel Advisors
Florida
OCFG
1917
O'Connor Financial Group
Illinois
RWM
1918
RMG Wealth Management
Wisconsin
Renaissance Technologies
1919
Renaissance Technologies
New York
JWM
1920
JPL Wealth Management
Colorado
ACM
1921
Advisors Capital Management
New Jersey
TWP
1922
Total Wealth Planning
Ohio
HFS
1923
Hopwood Financial Services
Virginia
CPRC
1924
Consolidated Portfolio Review Corp
New York
P
1925
Pitcairn
Pennsylvania