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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
GA
226
GSG Advisors
New Jersey
$13.3M -$73.9K -2,707 -0.6%
MCM
227
Mendel Capital Management
Arkansas
$13.2M -$176K -6,459 -1%
AWC
228
Adamsbrown Wealth Consultants
Kansas
$13.2M -$17.7M -647,154 -57%
WCM
229
Winthrop Capital Management
Indiana
$13.2M +$238K +8,732 +2%
SCP
230
Shorepoint Capital Partners
Massachusetts
$13.2M +$13.2M +482,648 New
SF
231
Summit Financial
New Jersey
$13.2M +$2.08M +76,244 +19%
Jane Street
232
Jane Street
New York
$13.1M +$12.4M +454,748 +1,738%
TFA
233
Trinity Financial Advisors
Ohio
$13M +$206K +7,568 +2%
SA
234
Sanctuary Advisors
Indiana
$13M -$8.91M -326,446 -41%
Fidelity Investments
235
Fidelity Investments
Massachusetts
$13M +$555K +20,342 +4%
LFS
236
Legacy Financial Strategies
Kansas
$12.9M -$12.1K -445 -0.1%
MFA
237
Mayflower Financial Advisors
Massachusetts
$12.9M +$1.7M +62,425 +15%
GRP
238
Global Retirement Partners
California
$12.9M +$309K +11,317 +2%
CMP
239
Courage Miller Partners
Virginia
$12.9M +$672K +24,641 +6%
ISFAN
240
Investor's Fiduciary Advisor Network
Washington
$12.8M -$456K -16,728 -3%
SFG
241
Sunburst Financial Group
Alabama
$12.8M -$25M -914,603 -66%
SFWC
242
Strategic Family Wealth Counselors
New Jersey
$12.8M +$71.1K +2,606 +0.6%
AUB
243
Atlantic Union Bankshares
Virginia
$12.8M +$710K +26,036 +6%
DWAM
244
Duncan Williams Asset Management
Tennessee
$12.7M -$18M -658,582 -59%
Citadel Advisors
245
Citadel Advisors
Florida
$12.7M +$12.7M +465,006 New
TPWA
246
TRUE Private Wealth Advisors
Oregon
$12.7M +$837K +30,697 +7%
DWM
247
Dakota Wealth Management
Florida
$12.6M -$1.32M -48,401 -9%
MFIM
248
Mesirow Financial Investment Management
Illinois
$12.6M +$121K +4,433 +1%
LWM
249
Latko Wealth Management
Illinois
$12.5M -$1.14M -41,733 -8%
LWM
250
Lighthouse Wealth Management
Ohio
$12.5M -$694K -25,437 -5%