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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
MWA
2001
Martel Wealth Advisors
Washington
BCG
2002
Bravias Capital Group
New Jersey
KWM
2003
Keebeck Wealth Management
Illinois
AWM
2004
Adams Wealth Management
Utah
CI
2005
CacheTech Inc
Utah
RWMG
2006
Redwood Wealth Management Group
New Jersey
TIM
2007
Tortoise Investment Management
New York
ABWM
2008
Alpine Bank Wealth Management
Colorado
CWM
2009
Crowley Wealth Management
Delaware
GP
2010
Greenline Partners
New York
CIR
2011
Clear Investment Research
Georgia
MFC
2012
Mechanics Financial Corp
Ohio
Barclays
2013
Barclays
United Kingdom
AT
2014
Avalon Trust
New Mexico
FLP
2015
Financial Life Planners
Arizona
PPC
2016
Park Place Capital
Alabama
HWA
2017
Heartwood Wealth Advisors
Virginia
FLFS
2018
Family Legacy Financial Solutions
North Carolina
BMA
2019
Brooks Moore & Associates
Tennessee
HWP
2020
Highline Wealth Partners
California
IBOK
2021
Independence Bank of Kentucky
Kentucky
KHC
2022
Koesten Hirschmann & Crabtree
Kansas
TWD
2023
True Wealth Design
Ohio
CB
2024
Centennial Bank
Arkansas
PPA
2025
Painted Porch Advisors
California