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Schwab US Dividend Equity ETF

1,876 hedge funds and large institutions have $21.8B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 727 increasing their positions, 748 reducing their positions, and 99 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 capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 748

3% less funds holding in top 10

Funds holding in top 10: 208202 (-6)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,876
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
AAMC
301
Asset Allocation & Management Company
Illinois
$9.6M
OWM
302
Orgel Wealth Management
Wisconsin
$9.58M
MF
303
Meridian Financial
Massachusetts
$9.58M
DAS
304
Dynamic Advisor Solutions
Arizona
$9.51M
AWA
305
Arkadios Wealth Advisors
Georgia
$9.43M
CFA
306
Cahill Financial Advisors
Minnesota
$9.41M
LIM
307
Leavell Investment Management
Alabama
$9.39M
BNP Paribas Financial Markets
308
BNP Paribas Financial Markets
France
$9.26M
FFWA
309
FRG Family Wealth Advisors
Washington
$9.16M
SOS
310
Silver Oak Securities
Tennessee
$9.13M
Millennium Management
311
Millennium Management
New York
$9.05M
CWMG
312
Compass Wealth Management (Georgia)
Georgia
$9M
MA
313
MONECO Advisors
Connecticut
$9M
HAS
314
HBW Advisory Services
California
$9M
MAG
315
Mayfair Advisory Group
Alabama
$8.99M
FA
316
Fiduciary Alliance
South Carolina
$8.97M
CSP
317
Cary Street Partners
Virginia
$8.96M
FF
318
Friday Financial
Iowa
$8.93M
MA
319
MBA Advisors
Pennsylvania
$8.93M
JFG
320
Juno Financial Group
Virginia
$8.88M
DWAM
321
Duncan Williams Asset Management
Tennessee
$8.85M
AUB
322
Atlantic Union Bankshares
Virginia
$8.84M
KWA
323
Kingswood Wealth Advisors
California
$8.84M
LSWP
324
Liberty Square Wealth Partners
Pennsylvania
$8.79M
RF
325
Robbins Farley
New Hampshire
$8.75M