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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
TCWM
626
Total Clarity Wealth Management
Illinois
$3.2M +$15.2K +557 +0.5%
PGFC
627
Peapack-Gladstone Financial Corp
New Jersey
$3.2M +$397K +14,553 +14%
LFG
628
Larson Financial Group
Missouri
$3.19M +$113K +4,140 +4%
VFA
629
Valeo Financial Advisors
Indiana
$3.17M +$500K +18,320 +19%
SC
630
Savant Capital
Illinois
$3.16M -$25.5K -935 -0.8%
EIG
631
Ellenbecker Investment Group
Wisconsin
$3.16M -$207K -7,599 -6%
BWM
632
BKM Wealth Management
Wisconsin
$3.16M +$211K +7,752 +7%
SFG
633
SNS Financial Group
Minnesota
$3.16M -$3.41K -125 -0.1%
FFA
634
Florida Financial Advisors
Florida
$3.16M -$250K -9,153 -7%
SAW
635
Signal Advisors Wealth
Michigan
$3.16M -$83.1K -3,045 -3%
WA
636
WBH Advisory
Maryland
$3.15M -$77.7K -2,849 -2%
CPL
637
CAP Partners LLC
Tennessee
$3.13M +$46K +1,685 +1%
Neuberger Berman Group
638
Neuberger Berman Group
New York
$3.11M +$222K +8,135 +8%
WF
639
Warner Financial
Maryland
$3.11M -$45.2K -1,655 -1%
CIAS
640
Capital Investment Advisory Services
North Carolina
$3.11M +$62.9K +2,306 +2%
CT
641
Clearstead Trust
Maine
$3.11M +$622K +22,811 +25%
FD
642
Financial Designs
California
$3.11M -$63.8K -2,340 -2%
GIA
643
Guyasuta Investment Advisors
Pennsylvania
$3.1M +$116K +4,240 +4%
NCM
644
Northwest Capital Management
Oregon
$3.1M -$3.36M -123,283 -52%
AMG
645
Advisors Management Group
Wisconsin
$3.1M -$13.8K -506 -0.4%
SG
646
StoneX Group
New York
$3.09M +$222K +8,127 +8%
LF
647
LifeSteps Financial
California
$3.07M +$104K +3,821 +4%
MA
648
McGrath & Associates
North Carolina
$3.07M -$160K -5,855 -5%
MCM
649
Mengis Capital Management
Oregon
$3.03M +$330K +12,093 +12%
SWM
650
SeaCrest Wealth Management
New York
$3.02M -$47.1K -1,725 -2%