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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
LRPA
1551
L. Roy Papp & Associates
Arizona
$235K -$204K -7,491 -47%
CA
1552
Claro Advisors
Massachusetts
$234K -$6.19K -227 -3%
HAC
1553
Harbor Advisory Corp
New Hampshire
$233K -$45.8K -1,677 -16%
SM
1554
Sensible Money
Arizona
$233K +$27 +1 +0%
CMP
1555
Coston McIsaac & Partners
Maine
$233K +$2.75K +101 +1%
LW
1556
Libra Wealth
California
$233K
BFG
1557
Birch Financial Group
New Hampshire
$233K +$232K +8,519 New
TWM
1558
TCFG Wealth Management
California
$231K -$7.78K -285 -3%
CBT
1559
Crews Bank & Trust
Florida
$231K
HG
1560
Harbor Group
New Hampshire
$230K +$10.4K +383 +5%
WAAG
1561
Wealth Alliance Advisory Group
Kansas
$228K
SA
1562
Sonoma Allocations
California
$228K +$234K +8,580 New
MF
1563
Manchester Financial
California
$228K +$228K +8,340 New
TSWM
1564
Triangle Securities Wealth Management
North Carolina
$227K +$1.8K +66 +0.8%
SPWG
1565
Syntegra Private Wealth Group
Missouri
$227K
SGI
1566
Summit Global Investments
Utah
$227K -$57.6K -2,110 -20%
HIMC
1567
Heritage Investors Management Corp
Maryland
$227K +$227K +8,318 New
HGA
1568
Hobbs Group Advisors
South Carolina
$226K -$436K -15,966 -66%
W
1569
WealthCollab
Washington
$222K -$11.2K -411 -5%
AIC
1570
Archer Investment Corporation
Indiana
$222K +$1.83K +67 +0.8%
YP
1571
YANKCOM Partnership
South Dakota
$222K -$131K -4,791 -37%
LAM
1572
Lewis Asset Management
California
$221K +$220K +8,080 New
BWP
1573
BSW Wealth Partners
Colorado
$220K +$4.09K +150 +2%
CI
1574
CX Institutional
Indiana
$220K +$155K +5,693 +239%
GBWM
1575
Granite Bay Wealth Management
New Hampshire
$219K -$149K -5,448 -40%