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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
AIM
1351
Acropolis Investment Management
Missouri
$380K +$132K +4,842 +51%
OWM
1352
OneAscent Wealth Management
Alabama
$378K -$20.7K -757 -5%
WRPWM
1353
Werba Rubin Papier Wealth Management
California
$378K +$377K +13,835 New
AFA
1354
AA Financial Advisors
Ohio
$377K -$15.1K -552 -4%
FHC
1355
First Horizon Corporation
Tennessee
$377K +$377K +13,806 New
FCBT
1356
First Citizens Bank & Trust
North Carolina
$376K
AC
1357
Apella Capital
Connecticut
$375K -$27.1K -994 -7%
KIM
1358
Kane Investment Management
California
$375K
FAN
1359
Financial Advisors Network
California
$374K -$26.3K -964 -7%
CIAS
1360
CFS Investment Advisory Services
New Jersey
$373K +$377K +13,804 New
ONSWM
1361
Old North State Wealth Management
North Carolina
$372K +$15.8K +580 +4%
AWS
1362
Aspen Wealth Strategies
Colorado
$372K -$189K -6,929 -34%
AW
1363
Apricus Wealth
South Carolina
$370K +$106K +3,895 +40%
UFA
1364
Uptown Financial Advisors
Texas
$364K
HP
1365
Holistic Planning
Texas
$364K -$111K -4,083 -23%
4WM
1366
49 Wealth Management
Texas
$364K -$75.8K -2,778 -17%
BHA
1367
Beech Hill Advisors
New York
$363K +$363K +13,300 New
CWM
1368
Castle Wealth Management
Florida
$362K -$31.8K -1,166 -8%
RWM
1369
RKL Wealth Management
Pennsylvania
$361K +$1.23K +45 +0.3%
GWANC
1370
Guardian Wealth Advisors (North Carolina)
North Carolina
$360K +$627 +23 +0.2%
WE
1371
Wealth Effects
Massachusetts
$359K +$273 +10 +0.1%
CCFCSB
1372
Cape Cod Five Cents Savings Bank
Massachusetts
$358K
CC
1373
Citrine Capital
California
$357K
TA
1374
Tactive Advisors
Florida
$357K -$27.7K -1,017 -7%
NC
1375
NovaPoint Capital
Georgia
$356K