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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
SKK
676
Shepherd Kaplan Krochuk
Massachusetts
$2.81M +$32.8K +1,204 +1%
PAS
677
PKS Advisory Services
New York
$2.8M -$612K -22,430 -18%
ISWM
678
Independent Solutions Wealth Management
New York
$2.8M +$105K +3,841 +4%
TFG
679
Tull Financial Group
Virginia
$2.78M -$176K -6,448 -6%
CFA
680
CWS Financial Advisors
Michigan
$2.78M +$15.4K +564 +0.6%
SIM
681
Synergy Investment Management
Florida
$2.77M -$11.8M -432,423 -81%
HL
682
HeadInvest LLC
Maine
$2.75M -$282K -10,325 -9%
BWA
683
Beam Wealth Advisors
Louisiana
$2.75M +$18.8K +690 +0.7%
HA
684
Hamel Associates
New Jersey
$2.74M -$325K -11,923 -11%
Tudor Investment Corp
685
Tudor Investment Corp
Connecticut
$2.74M +$1.16M +42,368 +73%
MWA
686
Muirfield Wealth Advisors
North Carolina
$2.73M +$41.1K +1,506 +2%
BWP
687
BlueStem Wealth Partners
Minnesota
$2.73M +$266K +9,736 +11%
CWS
688
Cypress Wealth Services
California
$2.72M -$123K -4,511 -4%
CFO
689
Collective Family Office
Pennsylvania
$2.72M +$102K +3,750 +4%
JCM
690
Jacobi Capital Management
Pennsylvania
$2.71M -$13.8K -504 -0.5%
FTS
691
Fifth Third Securities
Ohio
$2.71M -$1.35M -49,399 -33%
FWM
692
FMA Wealth Management
Massachusetts
$2.7M +$79.7K +2,922 +3%
GWM
693
Geneos Wealth Management
Colorado
$2.7M +$67.4K +2,471 +3%
KDA
694
Kraft Davis & Associates
Missouri
$2.67M -$107K -3,912 -4%
SWM
695
Silverlake Wealth Management
Vermont
$2.67M +$81.7K +2,994 +3%
BRWA
696
B. Riley Wealth Advisors
Florida
$2.66M +$88K +3,225 +3%
PGAM
697
Princeton Global Asset Management
New Jersey
$2.65M -$54.4K -1,994 -2%
ATC
698
Argent Trust Co
Tennessee
$2.65M +$66.8K +2,449 +3%
EWM
699
Empirical Wealth Management
Washington
$2.62M +$443K +16,234 +20%
AIA
700
Armor Investment Advisors
North Carolina
$2.6M -$3.46M -126,980 -57%