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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
SF
476
Seek First
California
$5.31M +$214K +7,829 +4%
AOWM
477
Alpha Omega Wealth Management
Virginia
$5.28M -$124K -4,546 -2%
BCI
478
Brinker Capital Investments
Pennsylvania
$5.25M -$1.54M -56,327 -23%
ACG
479
Allen Capital Group
Nebraska
$5.25M +$861K +31,561 +20%
TA
480
TrueWealth Advisors
Alabama
$5.23M -$104K -3,815 -2%
MLICM
481
Metropolitan Life Insurance Company (MetLife)
New York
$5.2M -$387K -14,200 -7%
AWM
482
Apollon Wealth Management
South Carolina
$5.2M -$318K -11,649 -6%
PFPT
483
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.19M -$58K -2,126 -1%
ES
484
Eagle Strategies
New York
$5.12M -$9.46M -346,592 -65%
KIA
485
KCM Investment Advisors
California
$5.11M -$71.4K -2,617 -1%
ST
486
Smithfield Trust
Pennsylvania
$5.1M +$19.5K +713 +0.4%
CW
487
CreativeOne Wealth
Kansas
$5.08M -$1.34M -49,200 -21%
SWM
488
Spire Wealth Management
Virginia
$5.07M -$133K -4,858 -3%
IF
489
Intrua Financial
Texas
$5.05M +$942K +34,535 +23%
EF
490
Exeter Financial
Arizona
$5.01M +$21.4K +784 +0.4%
WS
491
Wedbush Securities
California
$5.01M +$172K +6,287 +4%
BP
492
Broadleaf Partners
Ohio
$4.99M +$292K +10,716 +6%
PWM
493
Perigon Wealth Management
California
$4.98M +$59.7K +2,189 +1%
HA
494
Hofer & Associates
California
$4.97M -$246K -9,021 -5%
PI
495
PFG Investments
New York
$4.95M +$243K +8,903 +5%
TRCT
496
Tower Research Capital (TRC)
New York
$4.92M +$4.91M +180,134 +353,204%
HA
497
HC Advisors
Georgia
$4.87M -$1.52M -55,663 -24%
SEI Investments
498
SEI Investments
Pennsylvania
$4.87M -$84.6K -3,100 -2%
CG
499
Caprock Group
Idaho
$4.87M +$4.76M +174,354 New
MWM
500
Moran Wealth Management
Florida
$4.86M +$377K +13,831 +8%