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Schwab US Dividend Equity ETF

1,933 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 738 increasing their positions, 755 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 101

7% more funds holding

Funds holding: 1,8011,933 (+132)

1% more funds holding in top 10

Funds holding in top 10: 208211 (+3)

0.28% less ownership

Funds ownership: 31.07%30.79% (-0.28%)

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$182M)

2% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 755

16% less call options, than puts

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

Holders
1,933
Holders Change
+132
Holders Change %
+7.33%
% of All Funds
23.52%
Holding in Top 10
211
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.44%
% of All Funds
2.57%
New
264
Increased
738
Reduced
755
Closed
101
Calls
$101M
Puts
$121M
Net Calls
-$19.9M
Net Calls Change
-$84M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
626
BKM Wealth Management
Wisconsin
$3.44M +$267K +9,802 +8%
NS
627
NBC Securities
Alabama
$3.43M -$58.4K -2,147 -2%
S
628
Sachetta
Massachusetts
$3.42M +$80.2K +2,948 +2%
GSIAS
629
Garden State Investment Advisory Services
New Jersey
$3.39M -$312K -11,473 -8%
MWM
630
Maridea Wealth Management
New York
$3.39M -$472K -17,344 -12%
OW
631
Olistico Wealth
Oklahoma
$3.36M +$821K +30,207 +33%
VAS
632
Vestmark Advisory Solutions
Massachusetts
$3.35M +$843K +31,010 +34%
WFAG
633
Worth Financial Advisory Group
North Carolina
$3.34M -$152K -5,600 -4%
TCWM
634
Total Clarity Wealth Management
Illinois
$3.34M +$122K +4,496 +4%
CAG
635
Csenge Advisory Group
Florida
$3.34M -$504K -18,534 -13%
HHCP
636
Hilton Head Capital Partners
South Carolina
$3.33M +$3.3M +121,376 New
MCM
637
Mengis Capital Management
Oregon
$3.31M +$264K +9,720 +9%
CIM
638
Corda Investment Management
Texas
$3.31M +$1.17M +42,879 +55%
RMP
639
Richards, Merrill & Peterson
Washington
$3.3M +$697K +25,638 +27%
SIS
640
Strategic Investment Solutions
Illinois
$3.3M -$591K -21,721 -15%
MWM
641
MOKAN Wealth Management
Kansas
$3.3M -$521K -19,157 -14%
CL
642
COWA LLC
Oklahoma
$3.29M -$216K -7,940 -6%
UAG
643
United Advisor Group
Ohio
$3.29M +$1.36M +50,135 +72%
FD
644
Financial Designs
California
$3.28M +$93.9K +3,452 +3%
BW
645
Bravera Wealth
North Dakota
$3.28M +$3.25M +119,475 New
WF
646
Warner Financial
Maryland
$3.25M +$125K +4,601 +4%
OCM
647
Orion Capital Management
California
$3.24M -$284K -10,441 -8%
FFA
648
Florida Financial Advisors
Florida
$3.23M +$55.3K +2,032 +2%
NFTC
649
North Forty Two & Co
Oregon
$3.21M +$819K +30,110 +35%
WA
650
WBH Advisory
Maryland
$3.2M +$35.5K +1,304 +1%