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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
CWA
1276
Cura Wealth Advisors
Illinois
$453K +$1.36K +50 +0.3%
IF
1277
Integrity Financial
Wyoming
$452K +$167K +6,120 +59%
OWA
1278
Octavia Wealth Advisors
Ohio
$451K +$450K +16,509 New
NFC
1279
Northstar Financial Companies
Pennsylvania
$450K -$96.5K -3,537 -18%
CI
1280
CPR Investments
Michigan
$450K +$67K +2,457 +18%
PCS
1281
Private Client Services
Kentucky
$449K +$6.19K +227 +1%
PWM
1282
Partners Wealth Management
California
$448K +$91.6K +3,359 +26%
RMDI
1283
R.M. Davis Inc
Maine
$446K -$4.72K -173 -1%
ESB
1284
Essex Savings Bank
Connecticut
$446K -$20.3K -744 -4%
SFG
1285
Sovereign Financial Group
Connecticut
$442K -$4.2K -154 -0.9%
FNBT
1286
FineMark National Bank & Trust
Florida
$442K -$259K -9,477 -37%
DWG
1287
Darden Wealth Group
Michigan
$441K -$23.2K -849 -5%
WHG
1288
Westwood Holdings Group
Texas
$441K
DS
1289
DRW Securities
Illinois
$440K +$440K +16,142 New
DWM
1290
Destination Wealth Management
California
$435K -$63.7K -2,335 -13%
M1FG
1291
Mach-1 Financial Group
Arkansas
$435K -$77.9K -2,857 -15%
IAS
1292
Integrity Advisory Solutions
Texas
$435K +$435K +15,940 New
1IA
1293
1620 Investment Advisors
Massachusetts
$434K +$218K +8,002 +102%
FFA
1294
First Foundation Advisors
California
$433K +$13.2K +484 +3%
PVI
1295
Pine Valley Investments
New Jersey
$433K -$14.5K -532 -3%
FVWA
1296
Foster Victor Wealth Advisors
South Carolina
$433K +$431K +15,783 New
KWM
1297
Kingsman Wealth Management
Florida
$432K +$191 +7 +0%
SWMG
1298
Sanchez Wealth Management Group
Florida
$432K
CGA
1299
Crescent Grove Advisors
Illinois
$432K +$131K +4,795 +44%
DSC
1300
Duncker Streett & Co
Missouri
$431K +$13.8K +504 +3%