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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
SWA
1226
SOA Wealth Advisors
New York
$605K
FW
1227
Fairway Wealth
Ohio
$602K
MWP
1228
Meriwether Wealth & Planning
Louisiana
$601K
MW
1229
Merited Wealth
Florida
$600K
TWM
1230
Timmons Wealth Management
Massachusetts
$600K
CP
1231
Creekside Partners
California
$599K
TCM
1232
Telos Capital Management
California
$598K
BKA
1233
Brick & Kyle Associates
Pennsylvania
$597K
SL
1234
Salomon & Ludwin
Virginia
$595K
AF
1235
Aldebaran Financial
$594K
MCCP
1236
Mission Creek Capital Partners
California
$592K
LWA
1237
Lantern Wealth Advisors
New York
$591K
OA
1238
Oxbow Advisors
Texas
$588K
MCP
1239
Martin Capital Partners
Oregon
$586K
OFS
1240
OMC Financial Services
New York
$586K
BIM
1241
Baldwin Investment Management
Pennsylvania
$585K
EWM
1242
Evolution Wealth Management
Florida
$583K
CFG
1243
Clayton Financial Group
Missouri
$576K
CAL
1244
Capital Analysts LLC
Pennsylvania
$576K
T
1245
Tidemark
California
$575K
VV
1246
Verity & Verity
South Carolina
$573K
CLIP
1247
Colter Lewis Investment Partners
Connecticut
$573K
SWA
1248
Strata Wealth Advisors
Texas
$573K
VPIM
1249
Vanguard Personalized Indexing Management
California
$569K
DWM
1250
Drive Wealth Management
Utah
$566K