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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
MWP
1001
Madison Wealth Partners
Wisconsin
$1.09M
BTWM
1002
Baker Tilly Wealth Management
Wisconsin
$1.08M
AWG
1003
Altus Wealth Group
Colorado
$1.08M
CHJWM
1004
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M
WCFA
1005
Walkner Condon Financial Advisors
Wisconsin
$1.07M
CCM
1006
Colorado Capital Management
Colorado
$1.06M
GGS
1007
Galvin Gaustad & Stein
Arizona
$1.06M
MFG
1008
Magnus Financial Group
New York
$1.06M
GAM
1009
Gotham Asset Management
New York
$1.05M
RK
1010
Rather & Kittrell
Tennessee
$1.05M
RIL
1011
Rothschild Investment LLC
Illinois
$1.05M
SIC
1012
Salem Investment Counselors
North Carolina
$1.04M
YWM
1013
Yoder Wealth Management
California
$1.04M
GJIA
1014
Glass Jacobson Investment Advisors
Maryland
$1.04M
IWP
1015
Insight Wealth Partners
Texas
$1.04M
BWL
1016
Bogart Wealth LLC
Virginia
$1.02M
MC
1017
Moors & Cabot
Massachusetts
$1.02M
CAM
1018
Carret Asset Management
New York
$1.02M
MCM
1019
MidAtlantic Capital Management
Virginia
$1.02M
SC
1020
Soundwatch Capital
Connecticut
$1.02M
FWI
1021
Facet Wealth Inc
Maryland
$1.01M
SW
1022
SVB Wealth
Massachusetts
$1.01M
EWM
1023
Elmwood Wealth Management
California
$1M
TCM
1024
TD Capital Management
Tennessee
$999K
CNFG
1025
Creegan & Nassoura Financial Group
New Hampshire
$993K