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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
SIM
1376
Studio Investment Management
Illinois
$355K -$12.4K -455 -3%
DJSG
1377
D.J. St. Germain
Massachusetts
$354K +$9.14K +335 +3%
GHA
1378
GW Henssler & Associates
Georgia
$353K -$3.25K -119 -0.9%
SNBOSD
1379
Security National Bank of So Dak
Iowa
$353K
SWM
1380
Shakespeare Wealth Management
Wisconsin
$353K
ME
1381
McIlrath & Eck
Washington
$353K -$11.9K -436 -3%
CCP
1382
Carmel Capital Partners
California
$352K +$351K +12,877 New
PWMG
1383
Pinnacle Wealth Management Group
Michigan
$351K +$982 +36 +0.3%
GF
1384
GGM Financials
Ohio
$349K +$928 +34 +0.3%
SWA
1385
Serenus Wealth Advisors
California
$349K +$106K +3,900 +44%
PA
1386
Procyon Advisors
Connecticut
$348K -$8.48K -311 -2%
UW
1387
Unique Wealth
Florida
$348K +$131K +4,794 +60%
BWS
1388
Buck Wealth Strategies
Colorado
$347K -$6.93K -254 -2%
PMFA
1389
Plante Moran Financial Advisors
Michigan
$346K -$26.7K -980 -7%
RWB
1390
RMR Wealth Builders
New Jersey
$346K -$98.8K -3,621 -22%
Vontobel Holding
1391
Vontobel Holding
Switzerland
$345K +$98.2K +3,600 +40%
EWM
1392
Evolution Wealth Management
Florida
$345K -$3.3K -121 -0.9%
JC
1393
JB Capital
Connecticut
$345K -$93K -3,410 -21%
ODG
1394
O'Dell Group
Ohio
$344K +$344K +12,606 New
WW
1395
Waterfront Wealth
Kansas
$344K -$26.9K -985 -7%
SSW
1396
Stone Summit Wealth
Florida
$343K
FWCM
1397
Ferguson Wellman Capital Management
Oregon
$341K +$5.13K +188 +2%
WTC
1398
WhitTier Trust Company
Nevada
$339K +$11K +402 +3%
FBC
1399
Fairfield, Bush & Co
Connecticut
$339K +$14.9K +546 +5%
GTAM
1400
Global Trust Asset Management
Florida
$339K -$28.6K -1,050 -8%