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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
CB
601
Commerce Bank
Missouri
$3.49M +$577K +21,154 +20%
MFG
602
Mainsail Financial Group
Washington
$3.48M +$7.01K +257 +0.2%
WFAG
603
Worth Financial Advisory Group
North Carolina
$3.48M +$51.5K +1,888 +2%
NS
604
NBC Securities
Alabama
$3.47M -$87.8K -3,219 -2%
SMFG
605
Sumitomo Mitsui Financial Group
Japan
$3.47M -$413K -15,132 -11%
SL
606
SFM LLC
New Hampshire
$3.47M +$291K +10,668 +9%
CICC
607
Capital Investment Counsel (Colorado)
Colorado
$3.43M +$150K +5,516 +5%
TA
608
TPG Advisors
Illinois
$3.42M +$138K +5,051 +4%
NW
609
NewEdge Wealth
Pennsylvania
$3.39M -$157K -5,770 -4%
Fisher Asset Management
610
Fisher Asset Management
Washington
$3.38M +$1.44M +52,616 +74%
PNC Financial Services Group
611
PNC Financial Services Group
Pennsylvania
$3.37M -$3.76M -137,706 -53%
FHC
612
First Heartland Consultants
Missouri
$3.37M -$466K -17,092 -12%
WLIM
613
White Lighthouse Investment Management
Massachusetts
$3.36M -$116K -4,263 -3%
PWA
614
Portus Wealth Advisors
North Carolina
$3.35M +$3.35M +122,789 New
P
615
Pitcairn
Pennsylvania
$3.34M
S
616
Sachetta
Massachusetts
$3.32M -$126K -4,608 -4%
EWP
617
Elevation Wealth Partners
California
$3.32M -$8.79K -322 -0.3%
HH
618
Hilltop Holdings
Texas
$3.31M +$88K +3,227 +3%
NJIM
619
Nabity-Jensen Investment Management
Nebraska
$3.31M -$97.9K -3,589 -3%
BI
620
Beckerman Institutional
New Jersey
$3.31M +$183K +6,718 +6%
LCM
621
Liberty Capital Management
Michigan
$3.29M +$65.1K +2,388 +2%
SFC
622
Strategic Financial Concepts
Texas
$3.29M +$39.9K +1,461 +1%
IAG
623
Investment Advisory Group
Massachusetts
$3.26M +$22.1K +811 +0.7%
WB
624
WesBanco Bank
West Virginia
$3.22M -$16.8K -614 -0.5%
AC
625
AlphaCore Capital
California
$3.21M +$347K +12,702 +12%