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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
CIM
1451
Cambria Investment Management
California
$289K +$4.26K +156 +1%
EF
1452
Empowered Funds
Pennsylvania
$289K +$4.26K +156 +1%
MFC
1453
Morris Financial Concepts
South Carolina
$288K
DAM
1454
Delta Asset Management
Tennessee
$287K -$1.36K -50 -0.5%
SWMG
1455
Stillwater Wealth Management Group
Florida
$287K +$286K +10,495 New
UF
1456
Univest Financial
Pennsylvania
$286K +$5.05K +185 +2%
TC
1457
Tenret Company
Florida
$285K
VCM
1458
Vivaldi Capital Management
Illinois
$283K +$59.9K +2,196 +27%
JHCP
1459
Jackson Hole Capital Partners
Oklahoma
$283K
IPA
1460
Investment Planning Advisors
Georgia
$283K +$283K +10,356 New
EFMC
1461
Empire Financial Management Company
New York
$283K -$5.81K -213 -2%
ERIC
1462
Eagle Rock Investment Company
Georgia
$282K -$1.31K -48 -0.5%
LGWM
1463
Litman Gregory Wealth Management
California
$281K -$17.1K -625 -6%
CFG
1464
Copley Financial Group
California
$281K -$16.8K -616 -6%
WWA
1465
Wisconsin Wealth Advisors
Wisconsin
$281K -$428K -15,696 -60%
MSCM
1466
McElhenny Sheffield Capital Management
Texas
$281K -$6.55K -240 -2%
BA
1467
BCM Advisors
Louisiana
$280K +$283K +10,373 New
FWP
1468
Firethorn Wealth Partners
Georgia
$280K +$1.58K +58 +0.6%
FM
1469
Foster & Motley
Ohio
$280K +$4.47K +164 +2%
WMP
1470
Wealth Management Partners
Arizona
$278K +$278K +10,182 New
SFP
1471
Strategic Financial Partners
Oregon
$278K +$2.62K +96 +1%
FA
1472
Financial Advisors
Massachusetts
$278K +$10K +368 +4%
CAG
1473
Centerpoint Advisory Group
Kansas
$277K -$80.9K -2,967 -23%
PIP
1474
Peachtree Investment Partners
Florida
$277K +$2.48K +91 +0.9%
RWA
1475
River Wealth Advisors
Pennsylvania
$276K