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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
HIM
1401
Harbour Investment Management
Washington
$338K +$338K +12,392 New
NAM
1402
NorthCrest Asset Manangement
Minnesota
$337K +$16.6K +608 +5%
OL
1403
Owen LaRue
Kentucky
$336K +$27.7K +1,014 +9%
FPCG
1404
Forum Private Client Group
Indiana
$335K
HKIMG
1405
Hutchens & Kramer Investment Management Group
Indiana
$334K +$246 +9 +0.1%
GAA
1406
Global Assets Advisory
Florida
$331K +$48K +1,758 +17%
SWP
1407
SIMA Wealth Partners
Virginia
$331K +$164 +6 +0%
JCM
1408
J2 Capital Management
Michigan
$331K
SIC
1409
Sage Investment Counsel
Tennessee
$330K -$1.8K -66 -0.5%
RCAG
1410
Rehmann Capital Advisory Group
Michigan
$330K -$11.5K -423 -3%
HIS
1411
Horizon Investment Services
Indiana
$329K -$18.2K -666 -5%
IPWA
1412
International Private Wealth Advisors
California
$328K -$117K -4,290 -26%
SW
1413
SkyOak Wealth
Michigan
$327K +$2.46K +90 +0.8%
MAM
1414
Milestone Asset Management
Pennsylvania
$326K +$14.4K +528 +5%
VT
1415
Vise Technologies
New York
$326K -$4.51M -165,278 -93%
Millennium Management
1416
Millennium Management
New York
$325K +$325K +11,913 New
VCM
1417
Versant Capital Management
Arizona
$324K +$301K +11,042 +1,311%
GAM
1418
Grandview Asset Management
Pennsylvania
$322K +$5.67K +208 +2%
BCP
1419
Blue Chip Partners
Michigan
$322K +$106K +3,879 +49%
SPWM
1420
Straight Path Wealth Management
Michigan
$321K -$409 -15 -0.1%
PWM
1421
PTM Wealth Management
United States
$319K -$1.64K -60 -0.5%
LFP
1422
Leeward Financial Partners
Washington
$318K
SWM
1423
SK Wealth Management
Rhode Island
$318K -$7.42K -272 -2%
FFG
1424
Frisch Financial Group
New York
$318K +$1.66K +61 +0.5%
LSPW
1425
Lake Street Private Wealth
Illinois
$317K +$59.1K +2,167 +23%