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