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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
KFGK
1526
Keystone Financial Group (Kentucky)
Kentucky
$245K -$9.52K -349 -4%
AWM
1527
Abound Wealth Management
Tennessee
$245K +$164K +6,002 +201%
FFA
1528
Fi3 Financial Advisors
Indiana
$245K -$24.6K -903 -9%
LTL
1529
Lowery Thomas LLC
California
$245K +$32.5K +1,193 +15%
TPA
1530
Trivium Point Advisory
Connecticut
$244K -$713K -26,144 -74%
JPWM
1531
Jamison Private Wealth Management
Georgia
$244K +$244K +8,946 New
PWM
1532
Provident Wealth Management
Tennessee
$243K
MW
1533
MBL Wealth
North Carolina
$242K -$40.9K -1,500 -14%
TH
1534
Team Hewins
California
$241K
RGC
1535
Roberts, Glore & Co
Illinois
$241K
EW
1536
Evoke Wealth
California
$241K +$241K +8,830 New
TC
1537
TownSquare Capital
Utah
$241K -$474K -17,360 -66%
IP
1538
Ignite Planners
California
$241K +$28.4K +1,041 +13%
KIM
1539
Kestra Investment Management
Texas
$241K -$1.27M -46,731 -84%
Legacy Financial Group (Iowa)
1540
Legacy Financial Group (Iowa)
Iowa
$240K
HWA
1541
HCR Wealth Advisors
California
$239K +$22.2K +815 +10%
BLC
1542
Brown, Lisle/Cummings
Rhode Island
$238K -$6.14K -225 -3%
PGF
1543
Plan Group Financial
Oklahoma
$238K -$98.4K -3,608 -29%
CWM
1544
ClientFirst Wealth Management
Arkansas
$238K
HWA
1545
HMV Wealth Advisors
Louisiana
$237K
LAM
1546
LOM Asset Management
$236K +$24.3K +890 +11%
LSA
1547
Lansing Street Advisors
Pennsylvania
$236K +$2.26K +83 +1%
TC
1548
Trust Company
Kansas
$236K -$217K -7,945 -48%
AWM
1549
Apex Wealth Management
New Hampshire
$235K +$235K +8,624 New
CSPIA
1550
Cary Street Partners Investment Advisory
Virginia
$235K +$184K +6,744 +364%