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Schwab US Dividend Equity ETF

1,879 hedge funds and large institutions have $21.8B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 728 increasing their positions, 748 reducing their positions, and 99 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 capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 728 | Existing positions reduced: 748

2% less funds holding in top 10

Funds holding in top 10: 208203 (-5)

16% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
BWMG
751
Barnes Wealth Management Group
California
$2.26M
BlackRock
752
BlackRock
New York
$2.24M
FA
753
Fermata Advisors
California
$2.23M
BL
754
Balentine LLC
Georgia
$2.23M
GWWM
755
Great Waters Wealth Management
Minnesota
$2.23M
SIM
756
Synergy Investment Management
Florida
$2.23M
SHFP
757
Second Half Financial Partners
Florida
$2.22M
BSB
758
Bangor Savings Bank
Maine
$2.21M
SPWM
759
Smith Partners Wealth Management
North Carolina
$2.21M
AWM
760
Aprio Wealth Management
Georgia
$2.2M
JHC
761
J. Hagan Capital
Kentucky
$2.19M
MC
762
Miramar Capital
Illinois
$2.19M
RFN
763
RDA Financial Network
Iowa
$2.18M
Financial Engines Advisors
764
Financial Engines Advisors
California
$2.18M
VFA
765
Valeo Financial Advisors
Indiana
$2.18M
PPW
766
Pasadena Private Wealth
California
$2.16M
AIA
767
Armor Investment Advisors
North Carolina
$2.16M
CA
768
Centennial Advisors
Texas
$2.16M
FC
769
Fairscale Capital
New Hampshire
$2.14M
EWM
770
Empirical Wealth Management
Washington
$2.13M
MYIA
771
Mount Yale Investment Advisors
Colorado
$2.13M
NA
772
Note Advisors
New York
$2.13M
CGL
773
Clarius Group LLC
Washington
$2.11M
BFS
774
Boyer Financial Services
California
$2.1M
CPC
775
Consolidated Planning Corp
Georgia
$2.1M