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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
NCM
1026
Narwhal Capital Management
Georgia
$979K
HWA
1027
Heritage Wealth Architects
Minnesota
$977K
MWP
1028
Meridian Wealth Partners
Pennsylvania
$975K
KFP
1029
KMG Fiduciary Partners
Ohio
$972K
CMBA
1030
C.M. Bidwell & Associates
Hawaii
$968K
VFG
1031
V2 Financial group
Illinois
$966K
CW
1032
Code Waechter
Florida
$965K
SAM
1033
Strategy Asset Managers
California
$964K
MFA
1034
Morling Financial Advisors
California
$963K
FMII
1035
Farmers & Merchants Investments Inc
Nebraska
$961K
BC
1036
Barnett & Company
Tennessee
$952K
EP
1037
Edgestream Partners
New Jersey
$944K
MWM
1038
Modera Wealth Management
New Jersey
$941K
AWA
1039
Aaron Wealth Advisors
Illinois
$934K
VP
1040
Verum Partners
North Carolina
$934K
ACA
1041
Arsenal Capital Advisors
Pennsylvania
$931K
EIP
1042
Ellis Investment Partners
Pennsylvania
$931K
JSW
1043
Journey Strategic Wealth
New Jersey
$926K
SIM
1044
Sterling Investment Management
Arizona
$921K
IF
1045
Ironwood Financial
Arizona
$914K
BIP
1046
Blueprint Investment Partners
North Carolina
$913K
KDA
1047
Kraft Davis & Associates
Missouri
$912K
JCFM
1048
JBR Co Financial Management
Oklahoma
$910K
DFG
1049
Demars Financial Group
Washington
$909K
BFA
1050
Beaumont Financial Advisors
Massachusetts
$908K