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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
CA
126
Capital Advantage
California
$24M
WMR
127
Wealth Management Resources
Rhode Island
$23.9M
AA
128
Apriem Advisors
California
$23.8M
AF
129
Advisornet Financial
Minnesota
$23.6M
NFG
130
Nadler Financial Group
Illinois
$23.6M
MNA
131
Manning & Napier Advisors
New York
$23.4M
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$23.3M
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$23.2M
MGIA
134
Moneta Group Investment Advisors
Missouri
$23M
Bank of New York Mellon
135
Bank of New York Mellon
New York
$22.9M
JF
136
Joule Financial
Kentucky
$22.5M
SPC
137
Sigma Planning Corp
Michigan
$22.4M
LWM
138
LongView Wealth Management
Georgia
$22.4M
MAM
139
McCarthy Asset Management
California
$22.4M
LWL
140
Leo Wealth LLC
Texas
$22M
IAN
141
Integrated Advisors Network
Texas
$22M
FC
142
Financial Consulate
Maryland
$21.8M
MAFA
143
MJT & Associates Financial Advisory
Minnesota
$21.7M
WL
144
WIT LLC
District of Columbia
$21.6M
AAS
145
Ameritas Advisory Services
Nebraska
$21.5M
IA
146
IFP Advisors
Florida
$21.4M
SAM
147
Smithbridge Asset Management
Pennsylvania
$21.4M
TWM
148
Tradition Wealth Management
Minnesota
$21.4M
LPAM
149
Lodestar Private Asset Management
California
$21.3M
LNB
150
Ledyard National Bank
$20.8M