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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
CIC
301
Carnegie Investment Counsel
Ohio
$9.97M +$9.9K +363 +0.1%
OCFG
302
O'Connor Financial Group
Illinois
$9.92M +$290K +10,634 +3%
IFG
303
Independent Financial Group
California
$9.92M -$2.54M -92,989 -20%
MF
304
Meridian Financial
Massachusetts
$9.9M -$39.2K -1,437 -0.4%
FF
305
Fairway Financial
Florida
$9.87M +$252K +9,221 +3%
WAG
306
Winthrop Advisory Group
Massachusetts
$9.86M -$40K -1,468 -0.4%
KFGG
307
Keystone Financial Group (Georgia)
Georgia
$9.78M +$68K +2,493 +0.7%
CAP
308
Columbia Advisory Partners
Washington
$9.78M -$93.8K -3,437 -1%
OHWP
309
Oak Harbor Wealth Partners
North Carolina
$9.73M +$158K +5,790 +2%
HI
310
Horizon Investments
North Carolina
$9.69M -$15M -551,241 -61%
HI
311
Hudock Inc
Pennsylvania
$9.62M -$18.1M -662,021 -65%
CFG
312
Citizens Financial Group
Rhode Island
$9.59M +$63.3K +2,320 +0.7%
BIA
313
Bell Investment Advisors
California
$9.58M +$21.9K +802 +0.2%
MAG
314
Mayfair Advisory Group
Alabama
$9.55M -$1.77M -64,716 -16%
FFWA
315
FRG Family Wealth Advisors
Washington
$9.51M -$182K -6,686 -2%
IIA
316
Integral Investment Advisors
California
$9.45M -$84.4K -3,092 -0.9%
SCM
317
Spreng Capital Management
Ohio
$9.44M -$382K -13,991 -4%
DAS
318
Dynamic Advisor Solutions
Arizona
$9.37M -$122K -4,478 -1%
WIA
319
World Investment Advisors
California
$9.33M +$1.49M +54,486 +19%
AQR Capital Management
320
AQR Capital Management
Connecticut
$9.29M +$4.04M +148,029 +77%
JGCM
321
Joseph Group Capital Management
Ohio
$9.25M -$95.4K -3,497 -1%
DE
322
Diversified Enterprises
Delaware
$9.23M -$115M -4,222,852 -93%
HAS
323
HBW Advisory Services
California
$9.22M +$295K +10,795 +3%
MWA
324
Merkkuri Wealth Advisors
New York
$9.18M -$435K -15,928 -5%
Qube Research & Technologies (QRT)
325
Qube Research & Technologies (QRT)
United Kingdom
$9.16M -$6.67M -244,476 -42%