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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
FWWM
726
Fiscal Wisdom Wealth Management
Connecticut
$2.49M
WKSWA
727
White Knight Strategic Wealth Advisors
New Jersey
$2.49M
CWS
728
Cypress Wealth Services
California
$2.48M
VA
729
Vident Advisory
Georgia
$2.48M
BMCM
730
Bryn Mawr Capital Management
Pennsylvania
$2.48M
BWAM
731
Boyd Watterson Asset Management
Ohio
$2.47M
MWM
732
Maripau Wealth Management
Indiana
$2.47M
BBA
733
BLB&B Advisors
Pennsylvania
$2.47M
TCBWMS
734
Texas Capital Bank Wealth Management Services
Texas
$2.47M
MSS
735
Mitchell Sinkler & Starr
Pennsylvania
$2.46M
XPN
736
XY Planning Network
Montana
$2.45M
M
737
MYeCFO
California
$2.45M
SFPG
738
Stonebridge Financial Planning Group
Florida
$2.44M
OWM
739
Opes Wealth Management
California
$2.44M
BBPWM
740
Blue Bell Private Wealth Management
Pennsylvania
$2.43M
PCMNC
741
Piedmont Capital Management (North Carolina)
North Carolina
$2.42M
EB
742
Eastern Bank
Massachusetts
$2.42M
PCIA
743
Prime Capital Investment Advisors
Kansas
$2.41M
MCA
744
Millennium Capital Advisors
Arkansas
$2.41M
PCA
745
Providence Capital Advisors
North Carolina
$2.39M
WFS
746
WealthGarden F.S.
California
$2.38M
HH
747
Hilltop Holdings
Texas
$2.35M
RAG
748
RIA Advisory Group
Iowa
$2.34M
SWM
749
SpringVest Wealth Management
Texas
$2.34M
WB
750
WesBanco Bank
West Virginia
$2.34M