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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
LFA
1976
LGT Financial Advisors
Texas
OGF
1977
Orin Green Financial
California
VWM
1978
Vigilare Wealth Management
Arizona
AFA
1979
Alpha Financial Advisors
North Carolina
TGAM
1980
TBH Global Asset Management
Tennessee
HA
1981
HFG Advisors
Ohio
EF
1982
Empowered Funds
Pennsylvania
WWA
1983
Wisconsin Wealth Advisors
Wisconsin
SL
1984
Summitry LLC
California
WA
1985
Waterford Advisors
New York
FC
1986
Fjell Capital
North Dakota
MAG
1987
Members Advisory Group
New York
PA
1988
Promethium Advisors
Maryland
KIM
1989
Kestra Investment Management
Texas
PGF
1990
Plan Group Financial
Oklahoma
AWM
1991
Apex Wealth Management
New Hampshire
SA
1992
Sonoma Allocations
California
LW
1993
Libra Wealth
California
SGI
1994
Summit Global Investments
Utah
HGA
1995
Hobbs Group Advisors
South Carolina
NHFG
1996
New Harbor Financial Group
Massachusetts
AFG
1997
Arkansas Financial Group
Arkansas
SCM
1998
Saxony Capital Management
Missouri
WC
1999
Waterloo Capital
Texas
BWM
2000
Base Wealth Management
Florida