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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
HWMC
1951
Heritage Wealth Management (California)
California
SW
1952
SteelPeak Wealth
California
HKIM
1953
Hayek Kallen Investment Management
Alabama
XT
1954
XTX Topco
Cayman Islands
EGM
1955
Engineers Gate Manager
New York
PCM
1956
Prelude Capital Management
New York
WC
1957
Wolfstich Capital
Massachusetts
NWMG
1958
National Wealth Management Group
Ohio
FAI
1959
Fiduciary Advisors Inc
Missouri
MAA
1960
Matrix Asset Advisors
New York
AFS
1961
Access Financial Services
Minnesota
GGI
1962
GPM Growth Investors
Michigan
WRPWM
1963
Werba Rubin Papier Wealth Management
California
4WM
1964
49 Wealth Management
Texas
TA
1965
Tactive Advisors
Florida
HIM
1966
Harbour Investment Management
Washington
MAM
1967
Milestone Asset Management
Pennsylvania
LFA
1968
LGT Financial Advisors
Texas
OGF
1969
Orin Green Financial
California
VWM
1970
Vigilare Wealth Management
Arizona
AFA
1971
Alpha Financial Advisors
North Carolina
TGAM
1972
TBH Global Asset Management
Tennessee
HA
1973
HFG Advisors
Ohio
EF
1974
Empowered Funds
Pennsylvania
WWA
1975
Wisconsin Wealth Advisors
Wisconsin