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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
SAM
76
Securian Asset Management
Minnesota
$43.4M
HWM
77
HB Wealth Management
Georgia
$43.3M
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$43.3M
MFG
79
Merit Financial Group
Georgia
$43M
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$43M
SPIA
81
Steward Partners Investment Advisory
New York
$42.8M
LS
82
Leelyn Smith
Illinois
$42.3M
BPA
83
Beacon Pointe Advisors
California
$42.2M
PAG
84
Private Advisor Group
New Jersey
$42.1M
EA
85
Evergreen Advisors
Tennessee
$41.6M
PA
86
Pinnacle Associates
New York
$39.9M
CWM
87
Cedar Wealth Management
California
$39.6M
NFW
88
Noble Family Wealth
Florida
$39.2M
AFA
89
American Financial Advisors
Georgia
$38.7M
CL
90
Choreo LLC
Illinois
$38.1M
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$37.4M
ACA
92
Aptus Capital Advisors
Alabama
$37.2M
PD
93
Planning Directions
Pennsylvania
$36.9M
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$36M
FPAS
95
Focus Partners Advisor Solutions
Missouri
$35.9M
CFP
96
Curran Financial Partners
South Carolina
$35.6M
FWM
97
ForthRight Wealth Management
Georgia
$34.6M
VDI
98
Vaughan David Investments
Illinois
$33.2M
Lido Advisors
99
Lido Advisors
California
$32.8M
CFS
100
CRA Financial Services
New Jersey
$32.2M