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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
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$6.38M -$983K -36,026 -13%
AAA
427
Adams Asset Advisors
Texas
$6.32M -$5.37K -197 -0.1%
GFG
428
Goldstone Financial Group
Illinois
$6.32M +$519K +19,010 +9%
MWS
429
MFA Wealth Services
California
$6.27M -$115K -4,226 -2%
TF
430
Trek Financial
Arizona
$6.25M -$1.33M -48,852 -18%
NL
431
NWAM LLC
Washington
$6.24M +$87.7K +3,215 +1%
IA
432
IFG Advisory
Georgia
$6.24M +$2.56M +93,993 +70%
Brown Advisory
433
Brown Advisory
Maryland
$6.2M -$154K -5,637 -2%
CWM
434
Centric Wealth Management
Illinois
$6.16M +$160K +5,868 +3%
BIA
435
Barry Investment Advisors
Massachusetts
$6.16M +$499K +18,282 +9%
SJIM
436
St. Johns Investment Management
Florida
$6.07M +$300K +11,006 +5%
UWM
437
USAdvisors Wealth Management
Minnesota
$6.07M -$505K -18,498 -8%
HSA
438
HBK Sorce Advisory
Pennsylvania
$6.03M -$1.63M -59,838 -21%
DAS
439
DMKC Advisory Services
Iowa
$6M +$573K +20,989 +11%
GSIS
440
Global Strategic Investment Solutions
Arizona
$5.97M
RC
441
Rovin Capital
Arizona
$5.97M -$215K -7,892 -3%
CB
442
Chris Bulman
California
$5.97M +$1.34M +49,143 +29%
FTWA
443
Fifth Third Wealth Advisors
Ohio
$5.96M -$337K -12,344 -5%
MIA
444
Milestone Investment Advisors
Wisconsin
$5.94M -$780K -28,602 -12%
PIAS
445
PCA Investment Advisory Services
Ohio
$5.94M -$85.3K -3,125 -1%
SWM
446
Sendero Wealth Management
Texas
$5.93M -$2.45M -89,884 -29%
FWA
447
Flagship Wealth Advisors
Massachusetts
$5.89M -$4.57M -167,343 -44%
AWMG
448
Alliance Wealth Management Group
New Jersey
$5.86M +$441K +16,182 +8%
TCM
449
Towercrest Capital Management
Pennsylvania
$5.86M +$441K +16,182 +8%
UWP
450
Uniting Wealth Partners
Kansas
$5.84M +$5.84M +213,940 New