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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
SSWM
1226
Smith Salley Wealth Management
North Carolina
$504K +$275K +10,068 +120%
ALWM
1227
Andrews Lucia Wealth Management
California
$501K +$4.77K +175 +1%
OFS
1228
Oldfather Financial Services
Nebraska
$499K -$6.52K -239 -1%
MIM
1229
Macroview Investment Management
Maryland
$498K +$498K +18,243 New
SAM
1230
Strategy Asset Managers
California
$497K
RMC
1231
Ring Mountain Capital
California
$497K -$4.94K -181 -1%
PCM
1232
Prelude Capital Management
New York
$496K -$101K -3,684 -17%
WC
1233
Wolfstich Capital
Massachusetts
$493K
CWA
1234
CM Wealth Advisors
Ohio
$492K +$85.8K +3,144 +21%
UWPG
1235
Ullmann Wealth Partners Group
Florida
$490K
SPA
1236
Sentinel Pension Advisors
Massachusetts
$489K -$19.7K -722 -4%
MG
1237
Mather Group
Illinois
$488K +$55 +2 +0%
OFG
1238
Omega Financial Group
California
$487K +$4.15K +152 +0.9%
GGI
1239
Godsey & Gibb Inc
Virginia
$487K
CWG
1240
Cornerstone Wealth Group
North Carolina
$485K -$11.5K -422 -2%
TFGT
1241
TS Financial Group (TSFG)
Illinois
$485K +$2.62K +96 +0.5%
ZIM
1242
Zacks Investment Management
Illinois
$484K -$47.7K -1,750 -9%
KWS
1243
Keystone Wealth Services
California
$484K -$12.1K -444 -2%
VWM
1244
Valley Wealth Managers
New Jersey
$483K +$15.1K +553 +3%
NWMG
1245
National Wealth Management Group
Ohio
$483K +$88.3K +3,237 +22%
ATPW
1246
Ashton Thomas Private Wealth
Arizona
$482K +$13.9K +511 +3%
FAI
1247
Fiduciary Advisors Inc
Missouri
$481K +$4.58K +168 +1%
ICP
1248
Impact Capital Partners
Colorado
$480K +$480K +17,588 New
CA
1249
Centerpoint Advisors
Massachusetts
$479K +$1.06K +39 +0.2%
ACM
1250
Andina Capital Management
Utah
$478K