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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
HB
1926
Horizon Bancorp
Indiana
$1K
CPBTD
1927
Central Pacific Bank - Trust Division
Hawaii
$823
NMG
1928
New Millennium Group
Utah
$754
NRC
1929
New Republic Capital
North Carolina
$741
YAL
1930
Your Advocates Ltd
Texas
$549
EWA
1931
EQ Wealth Advisors
Texas
$531
WAG
1932
Wilkerson Advisory Group
Missouri
$189
IRAG
1933
Investment Research & Advisory Group
Georgia
$140
GWP
1934
Gen-Wealth Partners
Michigan
$82
EAM
1935
Eukles Asset Management
Ohio
$55
RWP
1936
Reliant Wealth Planning
Kentucky
PAS
1937
Park Avenue Securities
New York
Marshall Wace
1938
Marshall Wace
United Kingdom
Jane Street
1939
Jane Street
New York
TFA
1940
Trinity Financial Advisors
Ohio
Citadel Advisors
1941
Citadel Advisors
Florida
OCFG
1942
O'Connor Financial Group
Illinois
RWM
1943
RMG Wealth Management
Wisconsin
Renaissance Technologies
1944
Renaissance Technologies
New York
JWM
1945
JPL Wealth Management
Colorado
ACM
1946
Advisors Capital Management
New Jersey
TWP
1947
Total Wealth Planning
Ohio
HFS
1948
Hopwood Financial Services
Virginia
CPRC
1949
Consolidated Portfolio Review Corp
New York
P
1950
Pitcairn
Pennsylvania