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Schwab US Dividend Equity ETF

1,933 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 738 increasing their positions, 755 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 101

7% more funds holding

Funds holding: 1,8011,933 (+132)

1% more funds holding in top 10

Funds holding in top 10: 208211 (+3)

0.28% less ownership

Funds ownership: 31.07%30.79% (-0.28%)

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$182M)

2% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 755

16% less call options, than puts

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

Holders
1,933
Holders Change
+132
Holders Change %
+7.33%
% of All Funds
23.52%
Holding in Top 10
211
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.44%
% of All Funds
2.57%
New
264
Increased
738
Reduced
755
Closed
101
Calls
$101M
Puts
$121M
Net Calls
-$19.9M
Net Calls Change
-$84M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1051
Strategy Asset Managers
California
$964K +$461K +16,949 +93%
MFA
1052
Morling Financial Advisors
California
$963K +$2.85K +105 +0.3%
FMII
1053
Farmers & Merchants Investments Inc
Nebraska
$961K
BC
1054
Barnett & Company
Tennessee
$952K +$130K +4,771 +16%
EP
1055
Edgestream Partners
New Jersey
$944K +$936K +34,424 New
MWM
1056
Modera Wealth Management
New Jersey
$941K -$79.6K -2,929 -8%
AWA
1057
Aaron Wealth Advisors
Illinois
$934K +$109 +4 +0%
VP
1058
Verum Partners
North Carolina
$934K -$143K -5,244 -13%
ACA
1059
Arsenal Capital Advisors
Pennsylvania
$931K +$923K +33,958 New
EIP
1060
Ellis Investment Partners
Pennsylvania
$931K -$11.7K -429 -1%
JSW
1061
Journey Strategic Wealth
New Jersey
$926K -$265K -9,754 -22%
SIM
1062
Sterling Investment Management
Arizona
$921K +$913K +33,578 New
IF
1063
Ironwood Financial
Arizona
$914K +$72.8K +2,679 +9%
BIP
1064
Blueprint Investment Partners
North Carolina
$913K +$74.5K +2,739 +9%
KDA
1065
Kraft Davis & Associates
Missouri
$912K -$1.79M -65,901 -67%
JCFM
1066
JBR Co Financial Management
Oklahoma
$910K -$66.6K -2,450 -7%
DFG
1067
Demars Financial Group
Washington
$909K -$37.1K -1,363 -4%
BFA
1068
Beaumont Financial Advisors
Massachusetts
$908K +$435 +16 +0%
BFC
1069
Bedel Financial Consulting
Indiana
$907K +$347K +12,749 +63%
PWM
1070
Paulson Wealth Management
Illinois
$902K +$1.06K +39 +0.1%
DC
1071
Darrow Company
Massachusetts
$900K +$4.79K +176 +0.5%
WA
1072
Wealth Alliance
New York
$891K +$56.8K +2,089 +7%
BFA
1073
Blueprint Financial Advisors
North Carolina
$891K +$74.3K +2,731 +9%
BWM
1074
Buska Wealth Management
Wisconsin
$890K -$105K -3,848 -11%
IIL
1075
Insight Inv LLC
California
$884K +$197K +7,255 +29%