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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
BBPWM
751
Blue Bell Private Wealth Management
Pennsylvania
$2.43M
PCMNC
752
Piedmont Capital Management (North Carolina)
North Carolina
$2.42M
EB
753
Eastern Bank
Massachusetts
$2.42M
PCIA
754
Prime Capital Investment Advisors
Kansas
$2.41M
MCA
755
Millennium Capital Advisors
Arkansas
$2.41M
PCA
756
Providence Capital Advisors
North Carolina
$2.39M
WFS
757
WealthGarden F.S.
California
$2.38M
HH
758
Hilltop Holdings
Texas
$2.35M
RAG
759
RIA Advisory Group
Iowa
$2.34M
SWM
760
SpringVest Wealth Management
Texas
$2.34M
WB
761
WesBanco Bank
West Virginia
$2.34M
WKWM
762
Walter & Keenan Wealth Management
Indiana
$2.3M
PFGIA
763
Patriot Financial Group Insurance Agency
Massachusetts
$2.28M
BRWA
764
B. Riley Wealth Advisors
Florida
$2.28M
KWM
765
KFG Wealth Management
Indiana
$2.28M
MIM
766
Macroview Investment Management
Maryland
$2.28M
PWA
767
Physician Wealth Advisors
Utah
$2.27M
DAM
768
Directional Asset Management
Illinois
$2.27M
BWMG
769
Barnes Wealth Management Group
California
$2.26M
FNBOMD
770
First National Bank of Mount Dora
Florida
$2.26M
BlackRock
771
BlackRock
New York
$2.24M
FA
772
Fermata Advisors
California
$2.23M
BL
773
Balentine LLC
Georgia
$2.23M
GWWM
774
Great Waters Wealth Management
Minnesota
$2.23M
SIM
775
Synergy Investment Management
Florida
$2.23M