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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
CAL
576
Capital Analysts LLC
Pennsylvania
$3.67M +$280K +10,262 +8%
WIP
577
WealthCare Investment Partners
Rhode Island
$3.66M -$419K -15,351 -10%
ML
578
McAdam LLC
Pennsylvania
$3.65M -$160K -5,864 -4%
CA
579
Cambridge Advisors
Nebraska
$3.63M +$75.4K +2,765 +2%
TCG
580
Transcendent Capital Group
Oklahoma
$3.62M +$3.62M +132,772 New
SF
581
Synovus Financial
Georgia
$3.62M +$175K +6,397 +5%
MPIA
582
Milestones Private Investment Advisors
New York
$3.62M +$35.9K +1,317 +1%
CIA
583
Capital Investment Advisors
Georgia
$3.62M -$928K -34,032 -20%
VFIC
584
Valley Forge Investment Consultants
Pennsylvania
$3.6M -$165K -6,048 -4%
Bessemer Group
585
Bessemer Group
New Jersey
$3.58M +$34.6K +1,270 +1%
MA
586
MAS Advisors
Florida
$3.58M -$33.3K -1,221 -0.9%
RBFC
587
Roman Butler Fullerton & Co
Missouri
$3.57M +$187K +6,851 +5%
AIM
588
AHL Investment Management
Florida
$3.56M -$62.4K -2,286 -2%
WP
589
Wealthspan Partners
Iowa
$3.56M +$166K +6,079 +5%
HFS
590
Hopwood Financial Services
Virginia
$3.56M -$762K -27,931 -18%
PMG
591
ProVise Management Group
Florida
$3.56M -$125K -4,588 -3%
SQA
592
Simon Quick Advisors
New Jersey
$3.56M +$4.53K +166 +0.1%
SIA
593
Soltis Investment Advisors
Utah
$3.53M +$20.4K +747 +0.6%
AIM
594
Anchor Investment Management
South Carolina
$3.53M +$232K +8,514 +7%
CPRC
595
Consolidated Portfolio Review Corp
New York
$3.52M +$68.3K +2,504 +2%
OCM
596
Orion Capital Management
California
$3.51M -$272K -9,957 -7%
VCM
597
Virtue Capital Management
Tennessee
$3.5M +$3.55M +130,012 New
CFGA
598
Cambridge Financial Group (Arizona)
Arizona
$3.5M +$603K +22,118 +21%
CL
599
COWA LLC
Oklahoma
$3.5M +$21.3K +782 +0.6%
MFG
600
MTM Financial Group
Pennsylvania
$3.49M -$4.73M -173,226 -57%