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Schwab US Dividend Equity ETF

1,906 hedge funds and large institutions have $21.9B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 732 increasing their positions, 752 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:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $22.2B → $21.9B (-$242M)

3% less repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
BWP
701
BlueStem Wealth Partners
Minnesota
$2.7M
OSAM
702
O'Shaughnessy Asset Management
Connecticut
$2.69M
EFG
703
Everhart Financial Group
Ohio
$2.69M
CA
704
Crewe Advisors
Utah
$2.67M
MWA
705
Muirfield Wealth Advisors
North Carolina
$2.65M
JWBC
706
John W. Brooker & Co
California
$2.65M
KF
707
Krilogy Financial
Missouri
$2.65M
FA
708
Freestate Advisors
Kansas
$2.65M
NAS
709
NWF Advisory Services
California
$2.64M
RYIA
710
Roehl & Yi Investment Advisors
Oregon
$2.63M
SWM
711
Silverlake Wealth Management
Vermont
$2.62M
VFP
712
Verus Financial Partners
Virginia
$2.62M
AWP
713
Atlas Wealth Partners
Pennsylvania
$2.61M
RWP
714
Revolve Wealth Partners
New Jersey
$2.6M
1L
715
10Elms LLP
Oklahoma
$2.6M
FWM
716
FMA Wealth Management
Massachusetts
$2.6M
FTS
717
Fifth Third Securities
Ohio
$2.59M
JCM
718
Jacobi Capital Management
Pennsylvania
$2.57M
HC
719
Hurley Capital
New York
$2.56M
Luther King Capital Management (LKCM)
720
Luther King Capital Management (LKCM)
Texas
$2.54M
WF
721
Welch & Forbes
Massachusetts
$2.53M
CT
722
Caldwell Trust
Florida
$2.53M
JBW
723
Journey Beyond Wealth
Georgia
$2.52M
HBW
724
Hazlett, Burt & Watson
West Virginia
$2.52M
SIS
725
Sound Income Strategies
Florida
$2.5M