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Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 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 (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

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

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
BSSFA
476
Baron Silver Stevens Financial Advisors
Florida
$5.67M
PS
477
Principal Securities
Iowa
$5.67M
LA
478
Legacy Advisors
Pennsylvania
$5.63M
HIW
479
Holos Integrated Wealth
Pennsylvania
$5.61M
IWM
480
IHT Wealth Management
Illinois
$5.53M
SWM
481
Sendero Wealth Management
Texas
$5.5M
B
482
Bensler
Washington
$5.44M
LPT
483
Legacy Private Trust
Wisconsin
$5.43M
RDWM
484
Red Door Wealth Management
Tennessee
$5.42M
MWA
485
Merkkuri Wealth Advisors
New York
$5.41M
AOWM
486
Alpha Omega Wealth Management
Virginia
$5.36M
PIAS
487
PCA Investment Advisory Services
Ohio
$5.35M
EF
488
Exeter Financial
Arizona
$5.35M
WP
489
WealthPLAN Partners
Nebraska
$5.31M
CPCL
490
Cadia Private Client LLC
New Jersey
$5.3M
CW
491
Channel Wealth
California
$5.25M
ES
492
Eagle Strategies
New York
$5.23M
PI
493
PFG Investments
New York
$5.19M
HA
494
Hofer & Associates
California
$5.17M
SWM
495
Spire Wealth Management
Virginia
$5.16M
SF
496
Seek First
California
$5.16M
WLIM
497
White Lighthouse Investment Management
Massachusetts
$5.15M
WS
498
Wedbush Securities
California
$5.12M
AWM
499
Apollon Wealth Management
South Carolina
$5.11M
TFS
500
Thoroughbred Financial Services
Tennessee
$5.11M