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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
JGCM
301
Joseph Group Capital Management
Ohio
$9.62M
AAMC
302
Asset Allocation & Management Company
Illinois
$9.6M
OWM
303
Orgel Wealth Management
Wisconsin
$9.58M
MF
304
Meridian Financial
Massachusetts
$9.58M
DAS
305
Dynamic Advisor Solutions
Arizona
$9.51M
AWA
306
Arkadios Wealth Advisors
Georgia
$9.43M
CFA
307
Cahill Financial Advisors
Minnesota
$9.41M
LIM
308
Leavell Investment Management
Alabama
$9.39M
BNP Paribas Financial Markets
309
BNP Paribas Financial Markets
France
$9.26M
FFWA
310
FRG Family Wealth Advisors
Washington
$9.16M
SOS
311
Silver Oak Securities
Tennessee
$9.13M
Millennium Management
312
Millennium Management
New York
$9.05M
CWMG
313
Compass Wealth Management (Georgia)
Georgia
$9M
MA
314
MONECO Advisors
Connecticut
$9M
HAS
315
HBW Advisory Services
California
$9M
MAG
316
Mayfair Advisory Group
Alabama
$8.99M
FA
317
Fiduciary Alliance
South Carolina
$8.97M
CSP
318
Cary Street Partners
Virginia
$8.96M
FF
319
Friday Financial
Iowa
$8.93M
MA
320
MBA Advisors
Pennsylvania
$8.93M
JFG
321
Juno Financial Group
Virginia
$8.88M
DWAM
322
Duncan Williams Asset Management
Tennessee
$8.85M
AUB
323
Atlantic Union Bankshares
Virginia
$8.84M
KWA
324
Kingswood Wealth Advisors
California
$8.84M
LSWP
325
Liberty Square Wealth Partners
Pennsylvania
$8.79M