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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
TSS
651
Two Sigma Securities
New York
$3.02M -$2.86M -104,730 -49%
RFA
652
Rollins Financial Advisors
New York
$3.02M -$1.25M -45,746 -29%
Bank of Montreal
653
Bank of Montreal
Ontario, Canada
$3.02M +$127K +4,653 +4%
CWP
654
Concord Wealth Partners
Virginia
$3.01M -$577K -21,151 -16%
GCA
655
Genesee Capital Advisors
New York
$3M -$915K -33,529 -23%
MAS
656
Madden Advisory Services
Florida
$2.99M -$102K -3,741 -3%
RPGNY
657
Retirement Planning Group (New York)
New York
$2.99M +$857K +31,408 +40%
LIA
658
LS Investment Advisors
Michigan
$2.98M -$1.44M -52,825 -33%
AGC
659
Aspen Grove Capital
Colorado
$2.98M +$192K +7,028 +7%
FNT
660
First National Trust
Pennsylvania
$2.97M -$78.5K -2,879 -3%
WWM
661
Woodside Wealth Management
Massachusetts
$2.97M -$4.58K -168 -0.2%
AAG
662
Accordant Advisory Group
Maryland
$2.96M +$7.94K +291 +0.3%
ZIG
663
Zullo Investment Group
Pennsylvania
$2.94M +$291K +10,684 +11%
1L
664
10Elms LLP
Oklahoma
$2.9M +$45.9K +1,682 +2%
EFG
665
Everhart Financial Group
Ohio
$2.89M -$338K -12,393 -10%
AWA
666
Adapt Wealth Advisors
Georgia
$2.89M -$2.37K -87 -0.1%
Betterment LLC
667
Betterment LLC
New York
$2.88M -$318K -11,660 -10%
CWM
668
Chesapeake Wealth Management
Virginia
$2.87M -$63.1K -2,314 -2%
SIAG
669
Safeguard Investment Advisory Group
California
$2.86M -$473K -17,353 -14%
GMA
670
Glassy Mountain Advisors
Maryland
$2.86M -$275K -10,098 -9%
FCM
671
Fortis Capital Management
Washington
$2.86M +$124K +4,534 +5%
CFS
672
Coordinated Financial Services
Colorado
$2.83M -$4.91K -180 -0.2%
SSI
673
Scott & Selber Inc
Texas
$2.83M +$179K +6,572 +7%
WKWM
674
Walter & Keenan Wealth Management
Indiana
$2.82M -$214K -7,861 -7%
CIA
675
Choate Investment Advisors
Massachusetts
$2.81M