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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
VWM
1951
Vigilare Wealth Management
Arizona
AFA
1952
Alpha Financial Advisors
North Carolina
TGAM
1953
TBH Global Asset Management
Tennessee
HA
1954
HFG Advisors
Ohio
EF
1955
Empowered Funds
Pennsylvania
WWA
1956
Wisconsin Wealth Advisors
Wisconsin
SL
1957
Summitry LLC
California
WA
1958
Waterford Advisors
New York
FC
1959
Fjell Capital
North Dakota
MAG
1960
Members Advisory Group
New York
PA
1961
Promethium Advisors
Maryland
KIM
1962
Kestra Investment Management
Texas
PGF
1963
Plan Group Financial
Oklahoma
AWM
1964
Apex Wealth Management
New Hampshire
SA
1965
Sonoma Allocations
California
LW
1966
Libra Wealth
California
SGI
1967
Summit Global Investments
Utah
HGA
1968
Hobbs Group Advisors
South Carolina
NHFG
1969
New Harbor Financial Group
Massachusetts
AFG
1970
Arkansas Financial Group
Arkansas
SCM
1971
Saxony Capital Management
Missouri
WC
1972
Waterloo Capital
Texas
BWM
1973
Base Wealth Management
Florida
MWA
1974
Martel Wealth Advisors
Washington
BCG
1975
Bravias Capital Group
New Jersey