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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
P
251
&Partners
Tennessee
$12.4M +$966K +35,420 +8%
CFMC
252
Curbstone Financial Management Corp
New Hampshire
$12.4M +$275K +10,070 +2%
FCM
253
Family Capital Management
Michigan
$12.4M -$1.52M -55,573 -11%
KWM
254
Kingsview Wealth Management
Oregon
$12.3M -$2.35M -86,069 -16%
WLPWM
255
Walled Lake Planning & Wealth Management
Illinois
$12.3M +$844K +30,936 +7%
OPPS
256
Obsidian Personal Planning Solutions
Maryland
$12.3M +$741K +27,163 +6%
SWMG
257
Sard Wealth Management Group
Georgia
$12.2M +$446K +16,351 +4%
RFS
258
Retirement Financial Solutions
Tennessee
$12.2M +$12.2M +445,583 New
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$12M +$752K +27,559 +7%
CIA
260
Concurrent Investment Advisors
Florida
$12M -$716K -26,249 -6%
CSP
261
Cary Street Partners
Virginia
$12M -$34.2K -1,253 -0.3%
SEIA
262
Signature Estate & Investment Advisors
California
$11.9M -$1.75M -64,069 -13%
CCG
263
Coastwise Capital Group
California
$11.8M +$585K +21,439 +5%
AWA
264
Acorn Wealth Advisors
Michigan
$11.8M -$330K -12,100 -3%
LSWP
265
Liberty Square Wealth Partners
Pennsylvania
$11.6M -$3.44M -126,045 -23%
NFG
266
Nations Financial Group
Iowa
$11.6M -$1.26M -46,061 -10%
AWM
267
Avior Wealth Management
Nebraska
$11.5M -$95.8K -3,510 -0.8%
XF
268
XML Financial
Maryland
$11.5M +$6.33K +232 +0.1%
CWA
269
Canvas Wealth Advisors
Kansas
$11.3M +$117K +4,300 +1%
NLWP
270
Next Level Wealth Planning
Idaho
$11.2M +$744K +27,289 +7%
SFA
271
Sequoia Financial Advisors
Ohio
$11.1M +$5.28M +193,419 +90%
FFS
272
Founders Financial Securities
Maryland
$11.1M -$15.8M -580,241 -59%
ICM
273
Islay Capital Management
Texas
$11M +$765K +28,031 +7%
CST
274
Charles Schwab Trust
Nevada
$11M +$27K +991 +0.2%
KPWS
275
Kestra Private Wealth Services
Texas
$10.9M -$3.66M -134,036 -25%