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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
RBCM
1476
Raub Brock Capital Management
California
$276K +$2.65K +97 +1%
SIC
1477
Samalin Investment Counsel
New York
$276K -$2.51K -92 -0.9%
SL
1478
Summitry LLC
California
$276K +$276K +10,099 New
BP
1479
Ballentine Partners
Massachusetts
$275K +$275K +10,083 New
FSWA
1480
Financial Synergies Wealth Advisors
Texas
$275K +$2.29K +84 +0.8%
WWM
1481
Wolff Wiese Magana
California
$274K +$5.07K +186 +2%
CG
1482
Clifford Group
Massachusetts
$273K +$31.1K +1,139 +13%
GWS
1483
Glassman Wealth Services
Virginia
$273K +$66.8K +2,449 +32%
VC
1484
Vicus Capital
Pennsylvania
$273K +$273K +9,990 New
WA
1485
Waterford Advisors
New York
$273K -$70.7K -2,593 -21%
WDC
1486
Woodward Diversified Capital
California
$272K -$25.5K -936 -9%
HT
1487
Heritage Trust
Oklahoma
$271K
FC
1488
Fjell Capital
North Dakota
$270K -$1.46M -53,588 -84%
AAS
1489
Annex Advisory Services
Wisconsin
$269K +$24K +879 +10%
MIM
1490
Marco Investment Management
Georgia
$269K +$13.2K +482 +5%
FWM
1491
Finer Wealth Management
Massachusetts
$269K -$27.1K -993 -9%
PCFFS
1492
Pacific Center for Financial Services
California
$268K +$2.56K +94 +1%
RWRC
1493
R.W. Roge & Company
New York
$268K
CP
1494
Clarendon Private
Massachusetts
$268K +$1.96K +72 +0.7%
MAG
1495
Members Advisory Group
New York
$264K -$69.2K -2,536 -21%
FFC
1496
Frederick Financial Consultants
Maryland
$264K -$115K -4,219 -30%
JBA
1497
Johnson Bixby & Associates
Washington
$263K -$25.9K -950 -9%
DIM
1498
Delta Investment Management
California
$263K -$737 -27 -0.3%
KA
1499
Klingman & Associates
New York
$262K -$66.5K -2,436 -20%
SMG
1500
Smart Money Group
Texas
$262K +$437 +16 +0.2%