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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
TFS
451
Thoroughbred Financial Services
Tennessee
$5.83M -$1.33M -48,879 -19%
WP
452
WealthPLAN Partners
Nebraska
$5.81M +$70.4K +2,579 +1%
IA
453
Insight Advisors
Pennsylvania
$5.79M +$64.2K +2,352 +1%
B
454
Bensler
Washington
$5.78M -$384K -14,071 -6%
Sumitomo Mitsui Trust Group
455
Sumitomo Mitsui Trust Group
Japan
$5.78M +$3.03M +111,100 +111%
TWA
456
Talisman Wealth Advisors
New Jersey
$5.76M +$204K +7,492 +4%
KWA
457
Kellett Wealth Advisors
Ohio
$5.72M +$442K +16,218 +8%
BFP
458
Beacon Financial Planning
Massachusetts
$5.68M +$17.6K +644 +0.3%
DBRC
459
D.B. Root & Company
Pennsylvania
$5.66M -$148K -5,411 -3%
TYCC
460
Texas Yale Capital Corp
Florida
$5.62M +$1.15M +42,087 +26%
PS
461
Principal Securities
Iowa
$5.6M -$4.11M -150,513 -42%
RDWM
462
Red Door Wealth Management
Tennessee
$5.59M -$186K -6,807 -3%
LA
463
Legacy Advisors
Pennsylvania
$5.58M +$5.58M +204,531 New
DWM
464
Diversify Wealth Management
Utah
$5.56M -$293K -10,757 -5%
UBG
465
United Bank (Georgia)
Georgia
$5.53M +$186K +6,835 +3%
MMA
466
Miracle Mile Advisors
California
$5.46M +$712K +26,099 +15%
BSSFA
467
Baron Silver Stevens Financial Advisors
Florida
$5.45M +$409K +14,990 +8%
SAM
468
Smartleaf Asset Management
Massachusetts
$5.45M +$202K +7,417 +4%
FHA
469
Flagship Harbor Advisors
Massachusetts
$5.45M -$343K -12,570 -6%
GFPC
470
Global Financial Private Client
Florida
$5.45M -$2.48M -90,851 -31%
LPT
471
Legacy Private Trust
Wisconsin
$5.43M -$106K -3,881 -2%
JWCA
472
J.W. Cole Advisors
Florida
$5.4M -$479K -17,570 -8%
FIA
473
Foundations Investment Advisors
Arizona
$5.36M +$1.43M +52,487 +36%
BPFA
474
Barnes Pettey Financial Advisors
Mississippi
$5.35M +$285K +10,458 +6%
PCS
475
Personal CFO Solutions
New Jersey
$5.35M +$5.34M +195,867 New