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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
RRA
1076
Round Rock Advisors
Connecticut
$848K
LWM
1077
Level Wealth Management
North Carolina
$848K
SIM
1078
Stratos Investment Management
Ohio
$844K
WTFG
1079
Wood Tarver Financial Group
Idaho
$842K
BPWM
1080
Badgley Phelps Wealth Managers
Washington
$841K
MM
1081
Meridian Management
Arkansas
$833K
SP
1082
SWS Partners
Ohio
$832K
BAMG
1083
Brand Asset Management Group
Missouri
$829K
TNBTD
1084
Trustmark National Bank Trust Department
Mississippi
$829K
CAM
1085
CPA Asset Management
Florida
$824K
IWS
1086
Integrity Wealth Solutions
Colorado
$824K
SA
1087
Sunesis Advisors
Kansas
$823K
AO
1088
Advisor OS
Illinois
$822K
CSPIA
1089
Cary Street Partners Investment Advisory
Virginia
$821K
BONH
1090
Bank of New Hampshire
New Hampshire
$818K
OC
1091
Oarsman Capital
Wisconsin
$818K
SF
1092
Steffes Financial
Kansas
$817K
DWP
1093
Daymark Wealth Partners
Ohio
$817K
AGC
1094
August Group Capital
$813K
CWM
1095
Connecticut Wealth Management
Connecticut
$812K
LOWM
1096
Laurel Oak Wealth Management
New Jersey
$812K
BHBT
1097
Burke & Herbert Bank & Trust
Virginia
$811K
PMFA
1098
Plante Moran Financial Advisors
Michigan
$810K
BWM
1099
BNC Wealth Management
Oregon
$804K
VAS
1100
Valicenti Advisory Services
New York
$803K