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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
KA
376
Kure Advisory
Minnesota
$7.58M +$336K +12,300 +5%
SFG
377
SevenBridge Financial Group
Pennsylvania
$7.55M -$1.23M -45,035 -14%
BFWA
378
Benchmark Financial Wealth Advisors
Florida
$7.54M +$459K +16,841 +6%
FF
379
Friday Financial
Iowa
$7.49M +$1.93M +70,808 +35%
NB
380
NBT Bank
New York
$7.46M -$327K -11,976 -4%
NL
381
Navalign LLC
California
$7.44M +$160K +5,867 +2%
WF
382
Womack Financial
Texas
$7.43M -$337K -12,351 -4%
NFG
383
Northeast Financial Group
Pennsylvania
$7.36M -$6.8M -249,134 -48%
BAM
384
Belpointe Asset Management
Nevada
$7.35M -$581K -21,305 -7%
PRS
385
Pinkerton Retirement Specialists
Idaho
$7.3M -$1.15M -42,120 -14%
CA
386
Continuum Advisory
Idaho
$7.28M -$241K -8,844 -3%
PL
387
Plancorp LLC
Missouri
$7.27M -$98.1K -3,597 -1%
SCM
388
SCS Capital Management
Massachusetts
$7.26M -$351K -12,850 -5%
USCWA
389
U.S. Capital Wealth Advisors
Texas
$7.26M +$300K +11,012 +4%
TA
390
TruWealth Advisors
Louisiana
$7.22M -$1.55M -56,682 -18%
Northern Trust
391
Northern Trust
Illinois
$7.2M +$36K +1,318 +0.5%
PAYA
392
Phil A. Younker & Associates
Alaska
$7.17M +$2.25M +82,656 +46%
PSCM
393
Per Stirling Capital Management
Texas
$7.16M +$275K +10,087 +4%
AFO
394
Arrowroot Family Office
California
$7.14M -$22.4K -822 -0.3%
Renaissance Technologies
395
Renaissance Technologies
New York
$7.11M +$7.11M +260,474 New
FPGK
396
Financial Partners Group (Kansas)
Kansas
$7.08M -$290K -10,612 -4%
TAM
397
Titleist Asset Management
Texas
$7.08M +$1.08M +39,590 +18%
NCM
398
NCM Capital Management
New Jersey
$7.02M -$91.8K -3,366 -1%
MWM
399
Meridian Wealth Management
Kentucky
$6.97M +$371K +13,589 +6%
IRC
400
Investors Research Corp
Georgia
$6.95M +$281K +10,315 +4%