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Schwab US Dividend Equity ETF

1,802 hedge funds and large institutions have $22.2B invested in Schwab US Dividend Equity ETF in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 757 increasing their positions, 745 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $134M | Put options by funds: $69.9M

45% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 87

5% more capital invested

Capital invested by funds: $21B → $22.2B (+$1.15B)

2% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 745

0.64% more ownership

Funds ownership: 30.43%31.07% (+0.64%)

0% more funds holding

Funds holding: 1,8001,802 (+2)

15% less funds holding in top 10

Funds holding in top 10: 246208 (-38)

Holders
1,802
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
23.65%
Holding in Top 10
208
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-15.45%
% of All Funds
2.73%
New
126
Increased
757
Reduced
745
Closed
87
Calls
$134M
Puts
$69.9M
Net Calls
+$64.2M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
276
Cozad Asset Management
Illinois
$10.9M -$3.48M -127,592 -24%
BEI
277
Benjamin Edwards Inc
Missouri
$10.9M +$760K +27,850 +8%
OWM
278
Orgel Wealth Management
Wisconsin
$10.8M -$21K -770 -0.2%
BEAM
279
Baker Ellis Asset Management
Washington
$10.8M -$108K -3,941 -1%
NIWA
280
New Insight Wealth Advisors
California
$10.8M -$5.08M -186,070 -32%
LIM
281
Leavell Investment Management
Alabama
$10.8M -$2.53M -92,852 -19%
AI
282
Atria Investments
North Carolina
$10.8M +$560K +20,531 +5%
BWA
283
BlueChip Wealth Advisors
Georgia
$10.7M +$355K +13,017 +3%
CNWM
284
Clay Northam Wealth Management
California
$10.6M +$114K +4,168 +1%
LFP
285
Lakeshore Financial Planning
Michigan
$10.6M -$149K -5,450 -1%
CW
286
Channel Wealth
California
$10.5M -$259K -9,488 -2%
DFA
287
DHJJ Financial Advisors
Illinois
$10.5M +$23.6K +866 +0.2%
SAM
288
Smithbridge Asset Management
Pennsylvania
$10.4M +$550K +20,162 +6%
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$10.4M +$1.07M +39,280 +11%
AssetMark Inc
290
AssetMark Inc
California
$10.4M -$354K -12,982 -3%
GB
291
Goepper Burkhardt
South Carolina
$10.4M -$2.1M -76,947 -17%
RMF
292
Red Mountain Financial
Colorado
$10.3M -$4.26K -156 -0%
AAA
293
American Alpha Advisors
New York
$10.3M +$203K +7,427 +2%
CWMG
294
Compass Wealth Management (Georgia)
Georgia
$10.1M -$160K -5,848 -2%
VNA
295
Valley National Advisers
Pennsylvania
$10.1M -$748K -27,417 -7%
RWA
296
Redhawk Wealth Advisors
Minnesota
$10.1M -$981K -35,944 -9%
MA
297
MONECO Advisors
Connecticut
$10M -$592K -21,693 -6%
JWS
298
Juncture Wealth Strategies
Arizona
$9.98M +$101K +3,706 +1%
PF
299
Prosperitas Financial
California
$9.98M +$309K +11,312 +3%
MAM
300
Madison Asset Management
Wisconsin
$9.97M -$247K -9,059 -2%