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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
CFO
51
CVA Family Office
Colorado
$59.2M -$4M -146,795 -6%
SPIA
52
Steward Partners Investment Advisory
New York
$55.6M -$331K -12,124 -0.6%
SFWA
53
Summit Financial Wealth Advisors
Louisiana
$55.4M +$260K +9,524 +0.5%
CSTB
54
Charles Schwab Trust Bank
Nevada
$55.1M -$42.6M -1,562,608 -44%
HFS
55
Howard Financial Services
Texas
$54.3M -$1.14M -41,824 -2%
SAM
56
Summit Asset Management
Tennessee
$54M +$140K +5,138 +0.3%
GRR
57
Golden Reserve Retirement
Ohio
$53.6M +$8.02M +293,817 +18%
VFG
58
Victory Financial Group
Texas
$52.8M +$3.23M +118,468 +7%
HI
59
Harbour Investments
Wisconsin
$52.3M +$365K +13,391 +0.7%
GKWIM
60
Gerber Kawasaki Wealth & Investment Management
California
$52M -$324K -11,876 -0.6%
MSFS
61
Main Street Financial Solutions
Pennsylvania
$51.5M +$1.61M +58,912 +3%
SCA
62
Scott Capital Advisors
Oregon
$51.2M +$1.78M +65,421 +4%
SIG
63
Spinnaker Investment Group
California
$50.3M +$6.2M +227,418 +14%
PAG
64
Private Advisor Group
New Jersey
$50M +$47.2K +1,731 +0.1%
WF
65
Whelan Financial
California
$48.3M +$792K +29,034 +2%
BF
66
BOK Financial
Oklahoma
$47.2M +$443K +16,248 +0.9%
AIA
67
Allied Investment Advisors
Montana
$46.6M +$2.06M +75,671 +5%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$46.4M -$4.65M -170,611 -9%
BFS
69
Burkett Financial Services
South Carolina
$45.6M +$800K +29,315 +2%
BPA
70
Beacon Pointe Advisors
California
$45.5M +$8.14M +298,453 +22%
WA
71
Waverly Advisors
Alabama
$45.5M +$2.33M +85,460 +5%
RWP
72
Reliant Wealth Planning
Kentucky
$45.4M +$390K +14,279 +0.9%
ETS
73
ESL Trust Services
New York
$45M -$4.36M -159,741 -9%
SVWA
74
Sarver Vrooman Wealth Advisors
Missouri
$44.9M -$79.9K -2,928 -0.2%
CFS
75
CGC Financial Services
Oregon
$43.5M -$18M -660,517 -29%