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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
NEPWA
351
New England Private Wealth Advisors
Massachusetts
$8.29M -$167K -6,106 -2%
GFP
352
Guardian Financial Partners
California
$8.24M +$470K +17,220 +6%
CFG
353
Certior Financial Group
Pennsylvania
$8.22M +$535K +19,625 +7%
PVAMC
354
PPS&V Asset Management Consultants
Michigan
$8.18M +$358K +13,121 +5%
MCA
355
MSH Capital Advisors
Arizona
$8.17M +$472K +17,312 +6%
BGAI
356
Bruce G. Allen Investments
Colorado
$8.16M +$200K +7,313 +3%
IAS
357
Investment Advisory Services
Texas
$8.14M -$1.61M -58,963 -17%
SB
358
Strategic Blueprint
Georgia
$8.13M -$4.35M -159,567 -35%
SFMG
359
Sage Financial Management Group
Virginia
$8.09M +$339K +12,423 +4%
CAG
360
Curtis Advisory Group
California
$8.08M -$160K -5,874 -2%
MWM
361
Modern Wealth Management
Kansas
$8.03M +$1.73M +63,244 +27%
CCA
362
Cypress Capital Advisors
Tennessee
$7.93M +$1.14M +41,680 +17%
AFG
363
Atomi Financial Group
New York
$7.87M +$2.14M +78,329 +37%
SCP
364
Stevens Capital Partners
Nebraska
$7.87M +$2.1M +77,090 +37%
JFA
365
JNBA Financial Advisors
Minnesota
$7.86M -$1.62M -59,436 -17%
BWM
366
BCS Wealth Management
Tennessee
$7.85M -$611K -22,385 -7%
DCM
367
Davis Capital Management
Florida
$7.76M +$7.76M +284,286 New
LFAS
368
Level Four Advisory Services
Texas
$7.75M -$3.27M -119,828 -30%
SMC
369
Smith, Moore & Co
Missouri
$7.71M -$1.64M -60,069 -18%
KWA
370
Kingswood Wealth Advisors
California
$7.7M +$6.16M +225,851 +401%
AWM
371
Accredited Wealth Management
Kentucky
$7.7M -$6.65M -243,824 -93%
IC
372
IEQ Capital
California
$7.67M +$1.43M +52,440 +23%
OP
373
ORG Partners
Indiana
$7.66M -$21K -768 -0.3%
DIP
374
DT Investment Partners
Pennsylvania
$7.64M +$7.64M +280,030 New
RWM
375
RMG Wealth Management
Wisconsin
$7.64M -$126M -4,622,777 -94%