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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

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 (-$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
Holders Change %
% of All Funds
Holding in Top 10
211
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
ATC
701
Argent Trust Co
Tennessee
$2.78M
WPC
702
Wedmont Private Capital
Pennsylvania
$2.78M
BWA
703
Beam Wealth Advisors
Louisiana
$2.78M
WWA
704
WCG Wealth Advisors
Nevada
$2.78M
RMAM
705
Raab & Moskowitz Asset Management
New Jersey
$2.77M
SSI
706
Scott & Selber Inc
Texas
$2.77M
HL
707
HeadInvest LLC
Maine
$2.76M
CCM
708
Coldstream Capital Management
Washington
$2.75M
SFS
709
Sowell Financial Services
Arkansas
$2.74M
LIA
710
LS Investment Advisors
Michigan
$2.73M
AGC
711
Aspen Grove Capital
Colorado
$2.71M
BWP
712
BlueStem Wealth Partners
Minnesota
$2.7M
OSAM
713
O'Shaughnessy Asset Management
Connecticut
$2.69M
EFG
714
Everhart Financial Group
Ohio
$2.69M
CA
715
Crewe Advisors
Utah
$2.67M
MWA
716
Muirfield Wealth Advisors
North Carolina
$2.65M
JWBC
717
John W. Brooker & Co
California
$2.65M
KF
718
Krilogy Financial
Missouri
$2.65M
FA
719
Freestate Advisors
Kansas
$2.65M
NAS
720
NWF Advisory Services
California
$2.64M
RYIA
721
Roehl & Yi Investment Advisors
Oregon
$2.63M
SWM
722
Silverlake Wealth Management
Vermont
$2.62M
VFP
723
Verus Financial Partners
Virginia
$2.62M
AWP
724
Atlas Wealth Partners
Pennsylvania
$2.61M
RWP
725
Revolve Wealth Partners
New Jersey
$2.6M