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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
Manulife (Manufacturers Life Insurance)
1076
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$883K
ZF
1077
Zhang Financial
Michigan
$883K -$641K -23,569 -42%
MBI
1078
May Barnhard Investments
Maryland
$883K +$101K +3,723 +13%
MHS
1079
M Holdings Securities
Oregon
$881K +$874K +32,131 New
BAM
1080
Bellevue Asset Management
Washington
$878K +$3.56K +131 +0.4%
WAM
1081
Wernau Asset Management
Massachusetts
$878K +$21.9K +807 +3%
ACM
1082
Advance Capital Management
Michigan
$875K -$141K -5,173 -14%
NAM
1083
NorthCrest Asset Manangement
Minnesota
$874K +$516K +18,974 +154%
VCWA
1084
Vanguard Capital Wealth Advisors
Colorado
$873K -$129K -4,756 -13%
SCTC
1085
Sanibel Captiva Trust Company
Florida
$872K -$16.4K -604 -2%
ORC
1086
O'Rourke & Company
Massachusetts
$867K +$90.2K +3,319 +12%
SWM
1087
SHP Wealth Management
Massachusetts
$864K +$857K +31,505 New
MWA
1088
MFA Wealth Advisors
Pennsylvania
$864K -$74K -2,722 -8%
CFG
1089
Cooper Financial Group
California
$863K -$20.5K -753 -2%
AC
1090
Anson Capital
Georgia
$858K +$851K +31,283 New
CAG
1091
Carroll Advisory Group
Texas
$857K +$850K +31,253 New
ACM
1092
Avalon Capital Management
California
$852K
RRA
1093
Round Rock Advisors
Connecticut
$848K -$10.1K -372 -1%
LWM
1094
Level Wealth Management
North Carolina
$848K +$71.6K +2,633 +9%
SIM
1095
Stratos Investment Management
Ohio
$844K -$62.8K -2,308 -7%
WTFG
1096
Wood Tarver Financial Group
Idaho
$842K -$20.3K -748 -2%
BPWM
1097
Badgley Phelps Wealth Managers
Washington
$841K +$98.1K +3,609 +13%
MM
1098
Meridian Management
Arkansas
$833K -$8.81K -324 -1%
SP
1099
SWS Partners
Ohio
$832K
BAMG
1100
Brand Asset Management Group
Missouri
$829K -$35K -1,289 -4%