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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
AWM
1251
Angeles Wealth Management
California
$477K -$5.73K -210 -1%
LCM
1252
Leisure Capital Management
California
$477K -$19.6K -720 -4%
HOWA
1253
Heritage Oak Wealth Advisors
Florida
$476K +$7.8K +286 +2%
PAMG
1254
Patton Albertson Miller Group
Tennessee
$476K
CMMS
1255
Comprehensive Money Management Services
Florida
$474K
IAG
1256
Investmark Advisory Group
Connecticut
$474K +$1.58K +58 +0.3%
AFAS
1257
Acorn Financial Advisory Services
Virginia
$474K +$70.6K +2,589 +18%
OC
1258
Optima Capital
Oregon
$472K -$128K -4,695 -21%
FA
1259
Faithward Advisors
Pennsylvania
$470K -$252K -9,237 -35%
EW
1260
Element Wealth
Mississippi
$469K +$77.7K +2,847 +20%
MWA
1261
Meridian Wealth Advisors
Texas
$469K
TDC
1262
Thompson Davis & Co
Virginia
$468K +$36.3K +1,330 +8%
EWA
1263
Etesian Wealth Advisors
Oregon
$468K -$14.3K -524 -3%
PC
1264
Payne Capital
Oregon
$467K +$467K +17,115 New
CP
1265
Capital Planning
Washington
$464K +$223K +8,164 +92%
FFA
1266
Fairfield Financial Advisors
Massachusetts
$462K +$134K +4,913 +41%
CAL
1267
Capital Advisors Ltd
Ohio
$459K +$114K +4,181 +33%
VHAM
1268
Van Hulzen Asset Management
California
$459K +$218 +8 +0%
SWA
1269
Sightline Wealth Advisors
Connecticut
$459K -$41.1K -1,506 -8%
RFC
1270
Regions Financial Corp
Alabama
$458K -$6.96K -255 -1%
FFWM
1271
Future Financial Wealth Management
Ohio
$456K -$5.37M -196,997 -92%
CCA
1272
Carrera Capital Advisors
Michigan
$455K +$5.67K +208 +1%
1SB
1273
1ST Source Bank
Indiana
$455K
MWA
1274
Midland Wealth Advisors
Illinois
$454K +$52.5K +1,923 +13%
WA
1275
Wealthstar Advisors
Texas
$453K +$17.2K +629 +4%