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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
NMG
1901
New Millennium Group
Utah
$754
NRC
1902
New Republic Capital
North Carolina
$741
YAL
1903
Your Advocates Ltd
Texas
$549
EWA
1904
EQ Wealth Advisors
Texas
$531
WAG
1905
Wilkerson Advisory Group
Missouri
$189
IRAG
1906
Investment Research & Advisory Group
Georgia
$140
GWP
1907
Gen-Wealth Partners
Michigan
$82
EAM
1908
Eukles Asset Management
Ohio
$55
RWP
1909
Reliant Wealth Planning
Kentucky
PAS
1910
Park Avenue Securities
New York
Marshall Wace
1911
Marshall Wace
United Kingdom
Jane Street
1912
Jane Street
New York
TFA
1913
Trinity Financial Advisors
Ohio
Citadel Advisors
1914
Citadel Advisors
Florida
OCFG
1915
O'Connor Financial Group
Illinois
RWM
1916
RMG Wealth Management
Wisconsin
Renaissance Technologies
1917
Renaissance Technologies
New York
JWM
1918
JPL Wealth Management
Colorado
ACM
1919
Advisors Capital Management
New Jersey
TWP
1920
Total Wealth Planning
Ohio
HFS
1921
Hopwood Financial Services
Virginia
CPRC
1922
Consolidated Portfolio Review Corp
New York
P
1923
Pitcairn
Pennsylvania
Tudor Investment Corp
1924
Tudor Investment Corp
Connecticut
BJL
1925
Brighton Jones LLC
Washington