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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
WKWM
751
Walter & Keenan Wealth Management
Indiana
$2.3M
PFGIA
752
Patriot Financial Group Insurance Agency
Massachusetts
$2.28M
BRWA
753
B. Riley Wealth Advisors
Florida
$2.28M
KWM
754
KFG Wealth Management
Indiana
$2.28M
MIM
755
Macroview Investment Management
Maryland
$2.28M
PWA
756
Physician Wealth Advisors
Utah
$2.27M
DAM
757
Directional Asset Management
Illinois
$2.27M
BWMG
758
Barnes Wealth Management Group
California
$2.26M
BlackRock
759
BlackRock
New York
$2.24M
FA
760
Fermata Advisors
California
$2.23M
BL
761
Balentine LLC
Georgia
$2.23M
GWWM
762
Great Waters Wealth Management
Minnesota
$2.23M
SIM
763
Synergy Investment Management
Florida
$2.23M
SHFP
764
Second Half Financial Partners
Florida
$2.22M
BSB
765
Bangor Savings Bank
Maine
$2.21M
SPWM
766
Smith Partners Wealth Management
North Carolina
$2.21M
AWM
767
Aprio Wealth Management
Georgia
$2.2M
JHC
768
J. Hagan Capital
Kentucky
$2.19M
MC
769
Miramar Capital
Illinois
$2.19M
RFN
770
RDA Financial Network
Iowa
$2.18M
Financial Engines Advisors
771
Financial Engines Advisors
California
$2.18M
VFA
772
Valeo Financial Advisors
Indiana
$2.18M
AA
773
Armis Advisers
Georgia
$2.17M
PPW
774
Pasadena Private Wealth
California
$2.16M
AIA
775
Armor Investment Advisors
North Carolina
$2.16M