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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
IAS
501
Insigneo Advisory Services
Florida
$4.86M +$121K +4,430 +3%
JSL
502
JT Stratford LLC
Georgia
$4.84M -$2.9M -106,130 -37%
GAG
503
GM Advisory Group
New York
$4.83M +$303K +11,117 +7%
AWE
504
Avidian Wealth Enterprises
Texas
$4.82M +$21.6K +793 +0.5%
JWM
505
JPL Wealth Management
Colorado
$4.81M -$42.6K -1,563 -0.9%
FA
506
Fagan Associates
New York
$4.79M -$38.1K -1,395 -0.8%
BI
507
Berkeley Inc
Idaho
$4.79M -$34.9K -1,279 -0.7%
FCA
508
FLC Capital Advisors
California
$4.72M -$36K -1,319 -0.8%
JIC
509
Johnson Investment Counsel
Ohio
$4.71M +$189K +6,940 +4%
CSS
510
Cubist Systematic Strategies
Connecticut
$4.65M +$4.65M +170,319 New
EWP
511
Equity Wealth Partners
Missouri
$4.64M +$4.64M +170,014 New
QCM
512
Quantinno Capital Management
New York
$4.62M -$3.4M -124,756 -42%
RSWM
513
Robertson Stephens Wealth Management
California
$4.6M +$259K +9,496 +6%
ACM
514
Advisors Capital Management
New Jersey
$4.57M +$241K +8,816 +6%
MWM
515
MBE Wealth Management
Wisconsin
$4.56M -$491K -18,011 -10%
JPLA
516
Joseph P. Lucia & Associates
New York
$4.52M -$45K -1,650 -1%
FWA
517
FSC Wealth Advisors
New York
$4.52M +$23.2K +851 +0.5%
LA
518
Lynch & Associates
Indiana
$4.49M +$245K +8,968 +6%
US Bancorp
519
US Bancorp
Minnesota
$4.48M +$87.5K +3,209 +2%
AA
520
Auxano Advisors
Washington
$4.46M -$554K -20,313 -11%
WA
521
WPG Advisers
Maryland
$4.45M -$118K -4,307 -3%
ACI
522
Alpha Cubed Investments
California
$4.42M -$617K -22,630 -12%
CIC
523
Cutler Investment Counsel
Oregon
$4.39M +$29.8K +1,092 +0.7%
PCA
524
Pallas Capital Advisors
Massachusetts
$4.38M -$533K -19,529 -11%
OAM
525
Oppenheimer Asset Management
New York
$4.37M +$95.3K +3,493 +2%