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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
LCM
551
LVM Capital Management
Michigan
$3.9M +$51.3K +1,879 +1%
Kovitz Investment Group Partners
552
Kovitz Investment Group Partners
Illinois
$3.89M +$295K +10,829 +8%
SIS
553
Strategic Investment Solutions
Illinois
$3.88M -$596K -21,847 -13%
VWM
554
Vermillion Wealth Management
Minnesota
$3.88M +$53.2K +1,949 +1%
ANTB
555
AMG National Trust Bank
Colorado
$3.88M -$120K -4,392 -3%
NAS
556
NWF Advisory Services
California
$3.84M -$1.9M -69,645 -33%
CAG
557
Csenge Advisory Group
Florida
$3.83M -$883K -32,353 -19%
CFGSD
558
Compass Financial Group (South Dakota)
South Dakota
$3.81M +$7.12K +261 +0.2%
MWM
559
MOKAN Wealth Management
Kansas
$3.8M -$313K -11,472 -8%
RC
560
Roundview Capital
New Jersey
$3.8M +$85.1K +3,119 +2%
MWM
561
Maridea Wealth Management
New York
$3.8M -$195K -7,135 -5%
PIA
562
Panoramic Investment Advisors
Colorado
$3.78M +$117K +4,273 +3%
TWP
563
Total Wealth Planning
Ohio
$3.78M +$439K +16,085 +13%
BIM
564
Breakwater Investment Management
Washington
$3.77M -$255K -9,339 -6%
M&T Bank
565
M&T Bank
New York
$3.76M +$105K +3,865 +3%
EWA
566
Evolution Wealth Advisors
Florida
$3.76M -$5.89K -216 -0.2%
EA
567
Emerald Advisors
Washington
$3.75M +$132K +4,843 +4%
DRP
568
Decker Retirement Planning
Utah
$3.73M -$221K -8,107 -6%
WIM
569
Warwick Investment Management
Texas
$3.72M +$51.2K +1,877 +1%
MW
570
Members Wealth
Pennsylvania
$3.72M +$3.68M +134,964 New
GIA
571
Gladstone Institutional Advisory
Florida
$3.71M -$192K -7,049 -5%
GSIAS
572
Garden State Investment Advisory Services
New Jersey
$3.69M -$1M -36,770 -21%
NG
573
Northstar Group
New York
$3.67M -$100K -3,675 -3%
SA
574
Sovran Advisors
California
$3.67M -$145K -5,313 -4%
AF
575
Alerus Financial
North Dakota
$3.67M +$3.64M +133,457 +11,831%