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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
RIM
1
Rakuten Investment Management
Japan
$1.13B +$1.13B +41,592,034 New
LPL Financial
2
LPL Financial
California
$991M -$79.7M -2,922,645 -7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$956M +$761M +27,911,798 +393%
SLI
4
Sumitomo Life Insurance
Japan
$848M +$847M +31,050,000 New
WANY
5
Wealthspire Advisors (New York)
New York
$772M -$19.1M -701,458 -2%
Morgan Stanley
6
Morgan Stanley
New York
$743M -$27.3M -1,001,507 -4%
Bank of America
7
Bank of America
North Carolina
$719M -$60.3M -2,208,571 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$492M -$32.5M -1,190,327 -6%
Raymond James Financial
9
Raymond James Financial
Florida
$448M -$30.2M -1,105,795 -6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$425M -$43M -1,574,783 -9%
UBS Group
11
UBS Group
Switzerland
$396M -$31.3M -1,145,704 -7%
Wealthfront Advisers
12
Wealthfront Advisers
California
$360M -$7.77M -284,685 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$327M +$16.2M +593,265 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$325M -$2.24M -81,989 -0.7%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$316M -$13.4M -491,137 -4%
APP
16
Avantax Planning Partners
Iowa
$266M +$7.65M +280,277 +3%
Wells Fargo
17
Wells Fargo
California
$263M -$13.3M -488,988 -5%
Ameriprise
18
Ameriprise
Minnesota
$254M -$150M -5,489,564 -37%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$210M -$38.3M -1,402,658 -15%
Mariner
20
Mariner
Kansas
$198M -$15.9M -582,778 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$188M +$1.04M +38,268 +0.6%
Cerity Partners
22
Cerity Partners
New York
$180M +$27.4M +1,005,469 +18%
KFP
23
Keystone Financial Planning
Ohio
$168M -$5.23M -191,864 -3%
CCWM
24
Cassaday & Co Wealth Management
Virginia
$166M +$4.12M +150,965 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$162M -$2.9M -106,395 -2%