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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
WFS
101
Walker Financial Services
Kentucky
$32.3M -$9.23M -338,367 -22%
Lido Advisors
102
Lido Advisors
California
$32.3M +$32.3M +1,183,407 New
TLFA
103
True Link Financial Advisors
California
$32.1M +$355K +13,017 +1%
SCM
104
Steele Capital Management
Iowa
$32.1M -$1.33M -48,794 -4%
NRI
105
NFP Retirement Inc
California
$31.4M -$4.58M -167,756 -13%
FCAS
106
First Command Advisory Services
Texas
$30.2M +$2.12M +77,785 +8%
AFP
107
Ausdal Financial Partners
Iowa
$29.5M -$907K -33,262 -3%
CBA
108
Coastal Bridge Advisors
Connecticut
$28.7M +$859K +31,474 +3%
AFG
109
Albion Financial Group
Utah
$28.3M +$4.21M +154,453 +17%
SFA
110
Souders Financial Advisors
Ohio
$28.3M +$1.48M +54,098 +6%
VFP
111
Verus Financial Partners
Virginia
$28.2M +$484K +17,749 +2%
ACA
112
Aspire Capital Advisors
Washington
$28.2M +$3.6M +131,957 +15%
IPW
113
Intergy Private Wealth
Colorado
$27.9M +$821K +30,100 +3%
CTC
114
Central Trust Company
Missouri
$27.8M -$944K -34,607 -3%
WMWM
115
Whitaker-Myers Wealth Managers
Ohio
$27.7M +$1.8M +66,033 +7%
SWP
116
Stratos Wealth Partners
Ohio
$27.7M +$1.01M +37,186 +4%
RIA
117
Regal Investment Advisors
Michigan
$27.4M +$199K +7,300 +0.7%
WAM
118
WFA Asset Management
Wisconsin
$27.1M -$1.13M -41,276 -11%
EI
119
eCIO Inc
Wisconsin
$26.7M +$2.64M +96,848 +11%
Goldman Sachs
120
Goldman Sachs
New York
$26.1M +$7.38M +270,628 +39%
AF
121
Advisornet Financial
Minnesota
$26.1M -$883K -32,366 -3%
WMR
122
Wealth Management Resources
Rhode Island
$26M +$189K +6,946 +0.7%
GVAG
123
Great Valley Advisor Group
Delaware
$25.9M +$1.64M +60,052 +7%
NA
124
NewEdge Advisors
Louisiana
$25.7M +$2.74M +100,429 +12%
PCM
125
Presidio Capital Management
California
$25.4M +$102K +3,742 +0.4%