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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
BTWM
1001
Baker Tilly Wealth Management
Wisconsin
$1.08M
AWG
1002
Altus Wealth Group
Colorado
$1.08M
CHJWM
1003
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M
WCFA
1004
Walkner Condon Financial Advisors
Wisconsin
$1.07M
CCM
1005
Colorado Capital Management
Colorado
$1.06M
GGS
1006
Galvin Gaustad & Stein
Arizona
$1.06M
MFG
1007
Magnus Financial Group
New York
$1.06M
GAM
1008
Gotham Asset Management
New York
$1.05M
RK
1009
Rather & Kittrell
Tennessee
$1.05M
RIL
1010
Rothschild Investment LLC
Illinois
$1.05M
SIC
1011
Salem Investment Counselors
North Carolina
$1.04M
YWM
1012
Yoder Wealth Management
California
$1.04M
GJIA
1013
Glass Jacobson Investment Advisors
Maryland
$1.04M
IWP
1014
Insight Wealth Partners
Texas
$1.04M
BWL
1015
Bogart Wealth LLC
Virginia
$1.02M
MC
1016
Moors & Cabot
Massachusetts
$1.02M
CAM
1017
Carret Asset Management
New York
$1.02M
MCM
1018
MidAtlantic Capital Management
Virginia
$1.02M
SC
1019
Soundwatch Capital
Connecticut
$1.02M
FWI
1020
Facet Wealth Inc
Maryland
$1.01M
SW
1021
SVB Wealth
Massachusetts
$1.01M
EWM
1022
Elmwood Wealth Management
California
$1M
TCM
1023
TD Capital Management
Tennessee
$999K
CNFG
1024
Creegan & Nassoura Financial Group
New Hampshire
$993K
FWP
1025
FAS Wealth Partners
Kansas
$990K