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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
CA
701
Crewe Advisors
Utah
$2.6M -$10.7K -394 -0.4%
RWP
702
Revolve Wealth Partners
New Jersey
$2.6M -$23.7K -869 -0.9%
BBHC
703
Brown Brothers Harriman & Co
New York
$2.6M -$115K -4,203 -4%
WPC
704
Wedmont Private Capital
Pennsylvania
$2.58M +$74.9K +2,745 +3%
RMP
705
Richards, Merrill & Peterson
Washington
$2.58M +$303K +11,093 +13%
SW
706
Simplicity Wealth
New Jersey
$2.58M -$507K -18,596 -16%
AWP
707
Atlas Wealth Partners
Pennsylvania
$2.57M +$112K +4,118 +5%
SFS
708
Sowell Financial Services
Arkansas
$2.56M -$205K -7,511 -7%
RYIA
709
Roehl & Yi Investment Advisors
Oregon
$2.56M +$993K +36,394 +40%
IF
710
IRON Financial
Illinois
$2.56M +$874K +32,023 +52%
WF
711
Welch & Forbes
Massachusetts
$2.55M
Luther King Capital Management (LKCM)
712
Luther King Capital Management (LKCM)
Texas
$2.54M
OW
713
Olistico Wealth
Oklahoma
$2.52M +$366K +13,422 +17%
BJL
714
Brighton Jones LLC
Washington
$2.52M -$115K -4,208 -4%
EB
715
Eastern Bank
Massachusetts
$2.51M -$694K -25,423 -22%
MSS
716
Mitchell Sinkler & Starr
Pennsylvania
$2.5M -$25.2K -925 -1%
PCIA
717
Prime Capital Investment Advisors
Kansas
$2.49M -$95.6K -3,503 -4%
VAS
718
Vestmark Advisory Solutions
Massachusetts
$2.49M +$2.49M +91,131 New
VA
719
Vident Advisory
Georgia
$2.48M
MCA
720
Millennium Capital Advisors
Arkansas
$2.48M -$60.1K -2,203 -2%
JWBC
721
John W. Brooker & Co
California
$2.48M +$93.7K +3,433 +4%
RMAM
722
Raab & Moskowitz Asset Management
New Jersey
$2.46M +$549K +20,126 +29%
BWAM
723
Boyd Watterson Asset Management
Ohio
$2.46M +$5.05K +185 +0.2%
SFPG
724
Stonebridge Financial Planning Group
Florida
$2.46M -$49.7K -1,822 -2%
BAM
725
Berkshire Asset Management
Pennsylvania
$2.44M -$764 -28 -0%