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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
BFA
1051
Beaumont Financial Advisors
Massachusetts
$908K
BFC
1052
Bedel Financial Consulting
Indiana
$907K
PWM
1053
Paulson Wealth Management
Illinois
$902K
DC
1054
Darrow Company
Massachusetts
$900K
WA
1055
Wealth Alliance
New York
$891K
BFA
1056
Blueprint Financial Advisors
North Carolina
$891K
BWM
1057
Buska Wealth Management
Wisconsin
$890K
IIL
1058
Insight Inv LLC
California
$884K
Manulife (Manufacturers Life Insurance)
1059
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$883K
ZF
1060
Zhang Financial
Michigan
$883K
MBI
1061
May Barnhard Investments
Maryland
$883K
MHS
1062
M Holdings Securities
Oregon
$881K
BAM
1063
Bellevue Asset Management
Washington
$878K
WAM
1064
Wernau Asset Management
Massachusetts
$878K
ACM
1065
Advance Capital Management
Michigan
$875K
NAM
1066
NorthCrest Asset Manangement
Minnesota
$874K
VCWA
1067
Vanguard Capital Wealth Advisors
Colorado
$873K
SCTC
1068
Sanibel Captiva Trust Company
Florida
$872K
ORC
1069
O'Rourke & Company
Massachusetts
$867K
SWM
1070
SHP Wealth Management
Massachusetts
$864K
MWA
1071
MFA Wealth Advisors
Pennsylvania
$864K
CFG
1072
Cooper Financial Group
California
$863K
AC
1073
Anson Capital
Georgia
$858K
CAG
1074
Carroll Advisory Group
Texas
$857K
ACM
1075
Avalon Capital Management
California
$852K