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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
BWA
701
Beam Wealth Advisors
Louisiana
$2.78M
WWA
702
WCG Wealth Advisors
Nevada
$2.78M
RMAM
703
Raab & Moskowitz Asset Management
New Jersey
$2.77M
SSI
704
Scott & Selber Inc
Texas
$2.77M
HL
705
HeadInvest LLC
Maine
$2.76M
CCM
706
Coldstream Capital Management
Washington
$2.75M
SFS
707
Sowell Financial Services
Arkansas
$2.74M
LIA
708
LS Investment Advisors
Michigan
$2.73M
AGC
709
Aspen Grove Capital
Colorado
$2.71M
BWP
710
BlueStem Wealth Partners
Minnesota
$2.7M
OSAM
711
O'Shaughnessy Asset Management
Connecticut
$2.69M
EFG
712
Everhart Financial Group
Ohio
$2.69M
CA
713
Crewe Advisors
Utah
$2.67M
MWA
714
Muirfield Wealth Advisors
North Carolina
$2.65M
JWBC
715
John W. Brooker & Co
California
$2.65M
KF
716
Krilogy Financial
Missouri
$2.65M
FA
717
Freestate Advisors
Kansas
$2.65M
NAS
718
NWF Advisory Services
California
$2.64M
RYIA
719
Roehl & Yi Investment Advisors
Oregon
$2.63M
SWM
720
Silverlake Wealth Management
Vermont
$2.62M
VFP
721
Verus Financial Partners
Virginia
$2.62M
AWP
722
Atlas Wealth Partners
Pennsylvania
$2.61M
RWP
723
Revolve Wealth Partners
New Jersey
$2.6M
1L
724
10Elms LLP
Oklahoma
$2.6M
FWM
725
FMA Wealth Management
Massachusetts
$2.6M