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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
CTA
1901
Colonial Trust Advisors
South Carolina
$3.53K
PWM
1902
Proathlete Wealth Management
Florida
$3.51K
GPI
1903
General Partner Inc
Pennsylvania
$3.29K
ETC
1904
Exchange Traded Concepts
Oklahoma
$3.18K
CCM
1905
Chilton Capital Management
Texas
$2.74K
AIS
1906
Advocate Investing Services
Maryland
$2.28K
FNWA
1907
Financial Network Wealth Advisors
Utah
$2.14K
MWPCG
1908
Measured Wealth Private Client Group
New Hampshire
$2.08K
EPL
1909
Essential Partners LLC
California
$1.97K
NA
1910
Networth Advisors
Pennsylvania
$1.89K
RFA
1911
Reyes Financial Architecture
California
$1.82K
TFA
1912
Transamerica Financial Advisors
Florida
$1.5K
TRCT
1913
Tower Research Capital (TRC)
New York
$1.43K
VEA
1914
Virtus ETF Advisers
New York
$1.37K
PWMG
1915
Private Wealth Management Group
New Jersey
$1.21K
IWM
1916
Inlight Wealth Management
Georgia
$1.21K
UIA
1917
Ulland Investment Advisors
Minnesota
$1K
HB
1918
Horizon Bancorp
Indiana
$1K
CPBTD
1919
Central Pacific Bank - Trust Division
Hawaii
$823
NMG
1920
New Millennium Group
Utah
$754
NRC
1921
New Republic Capital
North Carolina
$741
YAL
1922
Your Advocates Ltd
Texas
$549
EWA
1923
EQ Wealth Advisors
Texas
$531
WAG
1924
Wilkerson Advisory Group
Missouri
$189
IRAG
1925
Investment Research & Advisory Group
Georgia
$140