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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
MHFA
326
Mission Hills Financial Advisory
California
$9.1M +$1.38M +50,603 +18%
AAMC
327
Asset Allocation & Management Company
Illinois
$9M +$752K +27,570 +9%
FA
328
Fiduciary Alliance
South Carolina
$8.98M -$104K -3,802 -1%
DW30
329
Drucker Wealth 3.0
New Jersey
$8.91M +$6.74M +247,037 +311%
IWM
330
IHT Wealth Management
Illinois
$8.89M -$5.2M -190,479 -37%
GB
331
Gunma Bank
Japan
$8.87M
PAI
332
Pittenger & Anderson Inc
Nebraska
$8.87M -$307K -11,266 -3%
HCP
333
Holt Capital Partners
Texas
$8.84M -$281K -10,287 -3%
PTP
334
Platform Technology Partners
New York
$8.81M +$349K +12,801 +4%
YIA
335
YHB Investment Advisors
Connecticut
$8.77M -$847K -31,063 -9%
VCP
336
Verus Capital Partners
Arizona
$8.76M +$612K +22,424 +8%
AWA
337
Arkadios Wealth Advisors
Georgia
$8.75M +$2.89M +105,992 +49%
AWM
338
AE Wealth Management
Kansas
$8.63M -$141K -5,154 -2%
SOS
339
Silver Oak Securities
Tennessee
$8.62M +$204K +7,491 +2%
Capital Fund Management (CFM)
340
Capital Fund Management (CFM)
France
$8.58M +$1.19M +43,700 +16%
AC
341
Avant Capital
Louisiana
$8.49M -$210K -7,711 -2%
MA
342
MBA Advisors
Pennsylvania
$8.48M +$219K +8,022 +3%
CA
343
Clearstead Advisors
Ohio
$8.46M +$598K +21,931 +8%
MS
344
Madden Securities
Texas
$8.45M -$1.88K -69 -0%
JWWM
345
Johnson & White Wealth Management
Pennsylvania
$8.43M +$442K +16,209 +6%
SAI
346
Savvy Advisors Inc
New York
$8.39M -$210K -7,713 -2%
RF
347
Robbins Farley
New Hampshire
$8.38M +$309K +11,342 +4%
UCFA
348
United Capital Financial Advisors
Texas
$8.37M +$221K +8,107 +3%
PF
349
Penney Financial
Texas
$8.36M +$268K +9,831 +3%
CFA
350
Cahill Financial Advisors
Minnesota
$8.33M +$534K +19,570 +7%