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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
NHFG
1576
New Harbor Financial Group
Massachusetts
$219K +$219K +8,018 New
AIA
1577
AssuredPartners Investment Advisors
Florida
$218K -$144K -5,273 -40%
QPWM
1578
Quadrant Private Wealth Management
Pennsylvania
$218K +$1.47K +54 +0.7%
WPA
1579
West Paces Advisors
Georgia
$218K -$5.89K -216 -3%
FFG
1580
Fiduciary Financial Group
California
$217K -$10.1K -370 -4%
SOWAS
1581
Silver Oak Wealth Advisors Services
California
$217K -$9.09K -333 -4%
MCA
1582
Midwest Capital Advisors
Michigan
$217K +$2.05K +75 +1%
FA
1583
FF Advisors
California
$217K
WT
1584
Whittier Trust
California
$216K -$304K -11,133 -59%
AFG
1585
Arkansas Financial Group
Arkansas
$216K +$709 +26 +0.3%
SCM
1586
Saxony Capital Management
Missouri
$216K +$216K +7,911 New
NC
1587
North Capital
Utah
$216K +$140K +5,143 +186%
OWA
1588
Outlook Wealth Advisors
Texas
$215K -$41.9K -1,536 -16%
HPC
1589
HM Payson & Co
Maine
$215K -$25.5K -936 -11%
BB
1590
Busey Bank
Illinois
$214K +$2.05K +75 +1%
WC
1591
Waterloo Capital
Texas
$214K -$3.71K -136 -2%
WWMSC
1592
Wagner Wealth Management (South Carolina)
South Carolina
$213K -$3.27K -120 -2%
MEG
1593
Millstone Evans Group
Colorado
$212K +$174K +6,372 +455%
OAJ
1594
Ogorek Anthony Joseph
New York
$212K +$152K +5,584 +255%
BWM
1595
Base Wealth Management
Florida
$212K -$6.78M -248,397 -97%
RWM
1596
Ritholtz Wealth Management
New York
$212K +$212K +7,755 New
RBC
1597
Roble Belko & Company
Pennsylvania
$211K +$1.5K +55 +0.7%
MWA
1598
Martel Wealth Advisors
Washington
$211K +$955 +35 +0.5%
TFA
1599
Toth Financial Advisory
Virginia
$210K -$8.13K -298 -4%
DOA
1600
D'Orazio & Associates
Virginia
$210K -$66.3K -2,432 -24%