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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
ECML
126
Eagle Capital Management (Louisiana)
Louisiana
$25.2M +$743K +27,224 +3%
NDSI
127
Newman Dignan & Sheerar Inc
Rhode Island
$25.2M +$503K +18,452 +2%
NFG
128
Nadler Financial Group
Illinois
$25M -$3.26M -119,395 -12%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$24.9M +$13.2M +484,503 +115%
SA
130
SRH Advisors
Kansas
$24.8M -$457K -16,740 -2%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$24.8M -$1.48M -54,194 -6%
FI
132
Financial Insights
Washington
$24.7M -$149K -5,475 -0.6%
KBFS
133
Kohmann Bosshard Financial Services
Ohio
$24.4M -$5.41M -198,175 -18%
CA
134
Capital Advantage
California
$23.7M +$67.4K +2,472 +0.3%
IWC
135
Integrated Wealth Concepts
Massachusetts
$23.6M +$991K +36,331 +4%
MAM
136
McCarthy Asset Management
California
$23M +$13.8K +505 +0.1%
MFG
137
Merit Financial Group
Georgia
$22.7M -$3.77M -138,037 -14%
Corient Private Wealth
138
Corient Private Wealth
Florida
$22.6M -$222K -8,129 -1%
PCG
139
Prosperity Consulting Group
Maryland
$22.5M -$9.49M -348,033 -30%
SCI
140
Silver Coast Investments
United States
$22.5M -$3.54M -129,739 -14%
SPC
141
Sigma Planning Corp
Michigan
$22.2M -$2.21M -81,099 -9%
LWM
142
LongView Wealth Management
Georgia
$22.1M -$266K -9,757 -1%
JF
143
Joule Financial
Kentucky
$21.9M +$980K +35,938 +5%
TPCW
144
TD Private Client Wealth
New York
$21.8M -$5.63M -206,531 -21%
AA
145
Apriem Advisors
California
$21.6M +$2.28M +83,609 +12%
BMWS
146
Brady Martz Wealth Solutions
North Dakota
$21.6M -$1.49M -54,713 -6%
FC
147
Financial Consulate
Maryland
$21.5M -$311K -11,401 -1%
TWM
148
Tradition Wealth Management
Minnesota
$21.5M -$604K -22,156 -3%
WL
149
WIT LLC
District of Columbia
$21.5M
CAM
150
Creekmur Asset Management
Illinois
$21.2M +$1.17M +42,800 +6%