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Schwab US Dividend Equity ETF

1,876 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 227 funds opening new positions, 727 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: 727 | Existing positions reduced: 748

3% less funds holding in top 10

Funds holding in top 10: 208202 (-6)

16% less call options, than puts

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

Holders
1,876
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$2.08M
APW
777
Aurora Private Wealth
New Jersey
$2.05M
PAA
778
Peregrine Asset Advisers
Oregon
$2.05M
PCM
779
Pennsylvania Capital Management
Pennsylvania
$2.04M
LA
780
Latitude Advisors
Florida
$2.04M
RPGK
781
Retirement Planning Group (Kansas)
Kansas
$2.03M
MWM
782
MFG Wealth Management
Indiana
$2.01M
CWAF
783
Core Wealth Advisors (Florida)
Florida
$2M
HIP
784
HUB Investment Partners
Texas
$2M
GIA
785
GHP Investment Advisors
Colorado
$2M
MAM
786
Marquette Asset Management
Minnesota
$1.98M
ACM
787
Alpha Capital Management
Texas
$1.98M
PFA
788
Petra Financial Advisors
Colorado
$1.98M
FA
789
Fiducient Advisors
Illinois
$1.96M
WIA
790
Westview Investment Advisors
Vermont
$1.95M
FLPIM
791
F.L. Putnam Investment Management
Massachusetts
$1.93M
HA
792
Hamel Associates
New Jersey
$1.92M
Balyasny Asset Management
793
Balyasny Asset Management
Illinois
$1.92M
CAMV
794
Concord Asset Management (Virginia)
Virginia
$1.92M
TFG
795
Tull Financial Group
Virginia
$1.91M
WCG
796
Weaver Consulting Group
California
$1.9M
WEG
797
World Equity Group
Illinois
$1.9M
BFPW
798
BOK Financial Private Wealth
Colorado
$1.9M
PWA
799
Perspective Wealth Advisors
Colorado
$1.9M
BWM
800
Bernard Wealth Management
Michigan
$1.89M