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Schwab US Dividend Equity ETF

1,874 hedge funds and large institutions have $21.8B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 726 increasing their positions, 748 reducing their positions, and 99 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 capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 726 | Existing positions reduced: 748

3% less funds holding in top 10

Funds holding in top 10: 208202 (-6)

16% less call options, than puts

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

Holders
1,874
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
MWM
1026
Modera Wealth Management
New Jersey
$941K
AWA
1027
Aaron Wealth Advisors
Illinois
$934K
VP
1028
Verum Partners
North Carolina
$934K
ACA
1029
Arsenal Capital Advisors
Pennsylvania
$931K
EIP
1030
Ellis Investment Partners
Pennsylvania
$931K
JSW
1031
Journey Strategic Wealth
New Jersey
$926K
SIM
1032
Sterling Investment Management
Arizona
$921K
IF
1033
Ironwood Financial
Arizona
$914K
BIP
1034
Blueprint Investment Partners
North Carolina
$913K
KDA
1035
Kraft Davis & Associates
Missouri
$912K
JCFM
1036
JBR Co Financial Management
Oklahoma
$910K
DFG
1037
Demars Financial Group
Washington
$909K
BFA
1038
Beaumont Financial Advisors
Massachusetts
$908K
BFC
1039
Bedel Financial Consulting
Indiana
$907K
PWM
1040
Paulson Wealth Management
Illinois
$902K
DC
1041
Darrow Company
Massachusetts
$900K
WA
1042
Wealth Alliance
New York
$891K
BFA
1043
Blueprint Financial Advisors
North Carolina
$891K
BWM
1044
Buska Wealth Management
Wisconsin
$890K
IIL
1045
Insight Inv LLC
California
$884K
Manulife (Manufacturers Life Insurance)
1046
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$883K
ZF
1047
Zhang Financial
Michigan
$883K
MBI
1048
May Barnhard Investments
Maryland
$883K
MHS
1049
M Holdings Securities
Oregon
$881K
BAM
1050
Bellevue Asset Management
Washington
$878K