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Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,908
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
FLPIM
801
F.L. Putnam Investment Management
Massachusetts
$1.93M
HA
802
Hamel Associates
New Jersey
$1.92M
Balyasny Asset Management
803
Balyasny Asset Management
Illinois
$1.92M
CAMV
804
Concord Asset Management (Virginia)
Virginia
$1.92M
TFG
805
Tull Financial Group
Virginia
$1.91M
WCG
806
Weaver Consulting Group
California
$1.9M
WEG
807
World Equity Group
Illinois
$1.9M
BFPW
808
BOK Financial Private Wealth
Colorado
$1.9M
PWA
809
Perspective Wealth Advisors
Colorado
$1.9M
BWM
810
Bernard Wealth Management
Michigan
$1.89M
APA
811
Astoria Portfolio Advisors
New York
$1.89M
IIC
812
Ironwood Investment Counsel
Arizona
$1.87M
TAFW
813
Tred Avon Family Wealth
Maryland
$1.86M
BAG
814
Bauman Advisory Group
Nevada
$1.86M
WCM
815
Whitener Capital Management
North Carolina
$1.85M
V
816
ViaWealth
Kansas
$1.85M
GWMR
817
GC Wealth Management RIA
Massachusetts
$1.84M
JFG
818
JMG Financial Group
Illinois
$1.84M
SFC
819
Strategic Financial Concepts
Texas
$1.83M
FP
820
Financial Perspectives
Minnesota
$1.83M
EAM
821
Evanson Asset Management
California
$1.83M
JCM
822
Janney Capital Management
Pennsylvania
$1.82M
WP
823
WealthShield Partners
North Carolina
$1.82M
CPA
824
Cathy Pareto & Associates
Florida
$1.82M
FFA
825
Founders Financial Alliance
North Carolina
$1.8M