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Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

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

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
BAM
1076
Bellevue Asset Management
Washington
$878K
WAM
1077
Wernau Asset Management
Massachusetts
$878K
ACM
1078
Advance Capital Management
Michigan
$875K
NAM
1079
NorthCrest Asset Manangement
Minnesota
$874K
VCWA
1080
Vanguard Capital Wealth Advisors
Colorado
$873K
SCTC
1081
Sanibel Captiva Trust Company
Florida
$872K
ORC
1082
O'Rourke & Company
Massachusetts
$867K
SWM
1083
SHP Wealth Management
Massachusetts
$864K
MWA
1084
MFA Wealth Advisors
Pennsylvania
$864K
CFG
1085
Cooper Financial Group
California
$863K
AC
1086
Anson Capital
Georgia
$858K
CAG
1087
Carroll Advisory Group
Texas
$857K
ACM
1088
Avalon Capital Management
California
$852K
RRA
1089
Round Rock Advisors
Connecticut
$848K
LWM
1090
Level Wealth Management
North Carolina
$848K
SIM
1091
Stratos Investment Management
Ohio
$844K
WTFG
1092
Wood Tarver Financial Group
Idaho
$842K
BPWM
1093
Badgley Phelps Wealth Managers
Washington
$841K
MM
1094
Meridian Management
Arkansas
$833K
SP
1095
SWS Partners
Ohio
$832K
BAMG
1096
Brand Asset Management Group
Missouri
$829K
TNBTD
1097
Trustmark National Bank Trust Department
Mississippi
$829K
CAM
1098
CPA Asset Management
Florida
$824K
IWS
1099
Integrity Wealth Solutions
Colorado
$824K
SA
1100
Sunesis Advisors
Kansas
$823K