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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
YWM
276
Yukon Wealth Management
Kansas
$10.5M
BEAM
277
Baker Ellis Asset Management
Washington
$10.5M
CNWM
278
Clay Northam Wealth Management
California
$10.5M
IIA
279
Integral Investment Advisors
California
$10.5M
LFP
280
Lakeshore Financial Planning
Michigan
$10.5M
WAG
281
Winthrop Advisory Group
Massachusetts
$10.4M
AAA
282
American Alpha Advisors
New York
$10.4M
FF
283
Fairway Financial
Florida
$10.4M
DFA
284
DHJJ Financial Advisors
Illinois
$10.3M
VCP
285
Verus Capital Partners
Arizona
$10.3M
RMF
286
Red Mountain Financial
Colorado
$10.3M
FVWA
287
Foster Victor Wealth Advisors
South Carolina
$10.3M
MWM
288
Modern Wealth Management
Kansas
$10.3M
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$10.1M
CAM
290
Cozad Asset Management
Illinois
$10.1M
MAM
291
Madison Asset Management
Wisconsin
$10M
KPWS
292
Kestra Private Wealth Services
Texas
$9.96M
RWA
293
Redhawk Wealth Advisors
Minnesota
$9.95M
BIA
294
Bell Investment Advisors
California
$9.92M
IWC
295
Integrated Wealth Concepts
Massachusetts
$9.87M
LWM
296
Latko Wealth Management
Illinois
$9.85M
CFG
297
Citizens Financial Group
Rhode Island
$9.8M
OHWP
298
Oak Harbor Wealth Partners
North Carolina
$9.71M
MHFA
299
Mission Hills Financial Advisory
California
$9.66M
PTP
300
Platform Technology Partners
New York
$9.62M