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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
MWM
526
MBE Wealth Management
Wisconsin
$4.47M
LA
527
Lynch & Associates
Indiana
$4.46M
MLICM
528
Metropolitan Life Insurance Company (MetLife)
New York
$4.43M
BPFA
529
Barnes Pettey Financial Advisors
Mississippi
$4.41M
KNFPWM
530
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.39M
CB
531
Chris Bulman
California
$4.38M
OFP
532
OLIO Financial Planning
Virginia
$4.37M
CIC
533
Cutler Investment Counsel
Oregon
$4.36M
FWM
534
Foguth Wealth Management
Michigan
$4.36M
JFG
535
Jefferies Financial Group
New York
$4.34M
CA
536
Cresta Advisors
Texas
$4.34M
OPWM
537
Oxinas Partners Wealth Management
Indiana
$4.32M
GPFA
538
Game Plan Financial Advisors
Ohio
$4.27M
PCMN
539
Paradigm Capital Management (Nevada)
Nevada
$4.26M
CNB
540
Camden National Bank
Maine
$4.25M
Betterment LLC
541
Betterment LLC
New York
$4.21M
NF
542
Nikulski Financial
Iowa
$4.16M
RBFC
543
Roman Butler Fullerton & Co
Missouri
$4.12M
KF
544
KKM Financial
Illinois
$4.12M
IAS
545
Insigneo Advisory Services
Florida
$4.11M
DRP
546
Decker Retirement Planning
Utah
$4.1M
EA
547
Emerald Advisors
Washington
$4.1M
MWM
548
MOR Wealth Management
Pennsylvania
$4.08M
KFSN
549
Keystone Financial Services (Nebraska)
Nebraska
$4.05M
IAA
550
Independent Advisor Alliance
North Carolina
$4.03M