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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
Tudor Investment Corp
1951
Tudor Investment Corp
Connecticut
BJL
1952
Brighton Jones LLC
Washington
Susquehanna International Group
1953
Susquehanna International Group
Pennsylvania
Squarepoint
1954
Squarepoint
New York
DC
1955
Diametric Capital
Massachusetts
Two Sigma Investments
1956
Two Sigma Investments
New York
MMHP
1957
Murphy Middleton Hinkle & Parker
Georgia
TF
1958
Tandem Financial
Colorado
HWMC
1959
Heritage Wealth Management (California)
California
SW
1960
SteelPeak Wealth
California
HKIM
1961
Hayek Kallen Investment Management
Alabama
XT
1962
XTX Topco
Cayman Islands
EGM
1963
Engineers Gate Manager
New York
PCM
1964
Prelude Capital Management
New York
WC
1965
Wolfstich Capital
Massachusetts
NWMG
1966
National Wealth Management Group
Ohio
FAI
1967
Fiduciary Advisors Inc
Missouri
MAA
1968
Matrix Asset Advisors
New York
AFS
1969
Access Financial Services
Minnesota
GGI
1970
GPM Growth Investors
Michigan
WRPWM
1971
Werba Rubin Papier Wealth Management
California
4WM
1972
49 Wealth Management
Texas
TA
1973
Tactive Advisors
Florida
HIM
1974
Harbour Investment Management
Washington
MAM
1975
Milestone Asset Management
Pennsylvania