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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
ONB
1426
Old National Bancorp
Indiana
$316K
BTI
1427
Blue Trust Inc
Georgia
$314K +$26K +953 +9%
LFA
1428
LGT Financial Advisors
Texas
$312K +$228K +8,359 +272%
DLCIG
1429
D.L. Carlson Investment Group
New Hampshire
$312K -$13.7K -501 -4%
FA
1430
Fountainhead AM
New Jersey
$312K -$68.4K -2,508 -18%
MSG
1431
Main Street Group
Virginia
$310K +$1.99K +73 +0.6%
BSCCG
1432
Blue Sky Capital Consultants Group
California
$310K -$21K -771 -6%
OGF
1433
Orin Green Financial
California
$309K +$309K +11,331 New
VWM
1434
Vigilare Wealth Management
Arizona
$308K -$25.5K -935 -8%
LWM
1435
Lodestone Wealth Management
Washington
$306K +$5.02K +184 +2%
HWM
1436
Heirloom Wealth Management
Colorado
$305K -$518 -19 -0.2%
TA
1437
TFB Advisors
Kansas
$303K -$79.5K -2,913 -21%
SNBOSCI
1438
Security National Bank of Sioux City Iowa
Iowa
$302K
AFA
1439
Alpha Financial Advisors
North Carolina
$299K +$3.36K +123 +1%
PAM
1440
Pegasus Asset Management
New York
$299K -$14.7K -538 -5%
CTWM
1441
Cherry Tree Wealth Management
Minnesota
$298K
CSC
1442
Caldwell Sutter Capital
California
$298K -$9.33K -342 -3%
UB
1443
UMB Bank
Missouri
$298K +$76.4K +2,801 +35%
TGAM
1444
TBH Global Asset Management
Tennessee
$296K +$296K +10,853 New
TWC
1445
TD Waterhouse Canada
Ontario, Canada
$296K +$141K +5,184 +93%
NWM
1446
Northcape Wealth Management
New York
$295K
HA
1447
HFG Advisors
Ohio
$294K
SAM
1448
Seelaus Asset Management
New Jersey
$293K +$7.72K +283 +3%
TWM
1449
Tanglewood Wealth Management
Texas
$291K
FGAM
1450
Financial Gravity Asset Management
Texas
$289K +$289K +10,604 New