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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
SP
1301
Successful Portfolios
Florida
$431K +$38.3K +1,403 +10%
BWM
1302
Brown Wealth Management
Illinois
$431K
AAG
1303
Armstrong Advisory Group
Massachusetts
$427K +$437 +16 +0.1%
SC
1304
SouthState Corp
Florida
$423K -$476K -17,456 -53%
RP
1305
Rice Partnership
Hawaii
$423K +$141K +5,160 +50%
SLC
1306
Second Line Capital
Louisiana
$422K +$180K +6,591 +74%
PWPS
1307
Pinnacle Wealth Planning Services
Ohio
$421K
SWA
1308
Sax Wealth Advisors
New Jersey
$420K +$2.62K +96 +0.6%
MAA
1309
Matrix Asset Advisors
New York
$420K -$114K -4,188 -21%
HCM
1310
Howland Capital Management
Massachusetts
$418K -$164 -6 -0%
DWM
1311
Drive Wealth Management
Utah
$417K -$289K -10,587 -41%
HWMO
1312
Heritage Wealth Management (Ohio)
Ohio
$417K
LEFP
1313
Leading Edge Financial Planning
Tennessee
$414K -$38.2K -1,399 -8%
TF
1314
Tenon Financial
New Jersey
$414K +$791 +29 +0.2%
ZRP
1315
Zynergy Retirement Planning
New Jersey
$412K -$5.1K -187 -1%
DWM
1316
DKM Wealth Management
California
$411K
PHIC
1317
Pine Haven Investment Counsel
Massachusetts
$411K -$11.9K -435 -3%
CFP
1318
Cascade Financial Partners
California
$410K
FFO
1319
Fiduciary Family Office
Florida
$410K -$13.2K -483 -3%
1832 Asset Management
1320
1832 Asset Management
Ontario, Canada
$410K +$409K +15,000 New
JWM
1321
Jupiter Wealth Management
Colorado
$410K +$409K +15,000 New
AIMC
1322
Alley Investment Management Company
Illinois
$405K +$7.12K +261 +2%
SLA
1323
Silver Lake Advisory
Utah
$405K +$3.71K +136 +0.9%
FA
1324
FSA Advisors
Michigan
$403K +$403K +14,775 New
TIP
1325
Tandem Investment Partners
New Jersey
$402K +$21.3K +782 +6%