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Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

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

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
YWM
1026
Yoder Wealth Management
California
$1.04M
GJIA
1027
Glass Jacobson Investment Advisors
Maryland
$1.04M
IWP
1028
Insight Wealth Partners
Texas
$1.04M
BWL
1029
Bogart Wealth LLC
Virginia
$1.02M
MC
1030
Moors & Cabot
Massachusetts
$1.02M
CAM
1031
Carret Asset Management
New York
$1.02M
MCM
1032
MidAtlantic Capital Management
Virginia
$1.02M
SC
1033
Soundwatch Capital
Connecticut
$1.02M
FWI
1034
Facet Wealth Inc
Maryland
$1.01M
SW
1035
SVB Wealth
Massachusetts
$1.01M
EWM
1036
Elmwood Wealth Management
California
$1M
TCM
1037
TD Capital Management
Tennessee
$999K
CNFG
1038
Creegan & Nassoura Financial Group
New Hampshire
$993K
FWP
1039
FAS Wealth Partners
Kansas
$990K
NCM
1040
Narwhal Capital Management
Georgia
$979K
HWA
1041
Heritage Wealth Architects
Minnesota
$977K
MWP
1042
Meridian Wealth Partners
Pennsylvania
$975K
KFP
1043
KMG Fiduciary Partners
Ohio
$972K
CMBA
1044
C.M. Bidwell & Associates
Hawaii
$968K
VFG
1045
V2 Financial group
Illinois
$966K
CW
1046
Code Waechter
Florida
$965K
SAM
1047
Strategy Asset Managers
California
$964K
MFA
1048
Morling Financial Advisors
California
$963K
FMII
1049
Farmers & Merchants Investments Inc
Nebraska
$961K
BC
1050
Barnett & Company
Tennessee
$952K