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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
NS
626
NBC Securities
Alabama
$3.43M
S
627
Sachetta
Massachusetts
$3.42M
GSIAS
628
Garden State Investment Advisory Services
New Jersey
$3.39M
MWM
629
Maridea Wealth Management
New York
$3.39M
OW
630
Olistico Wealth
Oklahoma
$3.36M
VAS
631
Vestmark Advisory Solutions
Massachusetts
$3.35M
WFAG
632
Worth Financial Advisory Group
North Carolina
$3.34M
TCWM
633
Total Clarity Wealth Management
Illinois
$3.34M
CAG
634
Csenge Advisory Group
Florida
$3.34M
HHCP
635
Hilton Head Capital Partners
South Carolina
$3.33M
MCM
636
Mengis Capital Management
Oregon
$3.31M
CIM
637
Corda Investment Management
Texas
$3.31M
RMP
638
Richards, Merrill & Peterson
Washington
$3.3M
SIS
639
Strategic Investment Solutions
Illinois
$3.3M
MWM
640
MOKAN Wealth Management
Kansas
$3.3M
CL
641
COWA LLC
Oklahoma
$3.29M
UAG
642
United Advisor Group
Ohio
$3.29M
FD
643
Financial Designs
California
$3.28M
BW
644
Bravera Wealth
North Dakota
$3.28M
WF
645
Warner Financial
Maryland
$3.25M
OCM
646
Orion Capital Management
California
$3.24M
FFA
647
Florida Financial Advisors
Florida
$3.23M
NFTC
648
North Forty Two & Co
Oregon
$3.21M
WA
649
WBH Advisory
Maryland
$3.2M
FWA
650
FSC Wealth Advisors
New York
$3.18M