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Schwab US Dividend Equity ETF

1,869 hedge funds and large institutions have $21.8B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 726 increasing their positions, 745 reducing their positions, and 99 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 capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 726 | Existing positions reduced: 745

3% less funds holding in top 10

Funds holding in top 10: 208202 (-6)

16% less call options, than puts

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

Holders
1,869
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
AA
126
Apriem Advisors
California
$23.8M
AF
127
Advisornet Financial
Minnesota
$23.6M
NFG
128
Nadler Financial Group
Illinois
$23.6M
MNA
129
Manning & Napier Advisors
New York
$23.4M
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$23.3M
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$23.2M
MGIA
132
Moneta Group Investment Advisors
Missouri
$23M
Bank of New York Mellon
133
Bank of New York Mellon
New York
$22.9M
Corient Private Wealth
134
Corient Private Wealth
Florida
$22.7M
JF
135
Joule Financial
Kentucky
$22.5M
SPC
136
Sigma Planning Corp
Michigan
$22.4M
LWM
137
LongView Wealth Management
Georgia
$22.4M
MAM
138
McCarthy Asset Management
California
$22.4M
LWL
139
Leo Wealth LLC
Texas
$22M
IAN
140
Integrated Advisors Network
Texas
$22M
FC
141
Financial Consulate
Maryland
$21.8M
MAFA
142
MJT & Associates Financial Advisory
Minnesota
$21.7M
WL
143
WIT LLC
District of Columbia
$21.6M
AAS
144
Ameritas Advisory Services
Nebraska
$21.5M
IA
145
IFP Advisors
Florida
$21.4M
SAM
146
Smithbridge Asset Management
Pennsylvania
$21.4M
TWM
147
Tradition Wealth Management
Minnesota
$21.4M
LPAM
148
Lodestar Private Asset Management
California
$21.3M
LNB
149
Ledyard National Bank
$20.8M
EWA
150
Exencial Wealth Advisors
Oklahoma
$20.8M