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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
UIA
1601
Ulland Investment Advisors
Minnesota
$209K +$2.02K +74 +1%
BCG
1602
Bravias Capital Group
New Jersey
$209K +$208K +7,639 New
SFG
1603
Synergy Financial Group
California
$208K
RSWA
1604
Robinson Smith Wealth Advisors
Maine
$208K +$27 +1 +0%
PHAM
1605
Palisades Hudson Asset Management
Florida
$207K
KWM
1606
Keebeck Wealth Management
Illinois
$206K -$13.1K -480 -6%
ABTD
1607
Arvest Bank Trust Division
Oklahoma
$206K +$206K +7,559 New
LCM
1608
Lazari Capital Management
California
$206K +$206K +7,542 New
AWM
1609
Aberdeen Wealth Management
Illinois
$206K +$737 +27 +0.4%
SEEDPG
1610
S.E.E.D. Planning Group
New York
$205K +$205K +7,500 New
TCM
1611
Telos Capital Management
California
$205K +$205K +7,500 New
FCMA
1612
Foresight Capital Management Advisors
Michigan
$205K -$366K -13,402 -64%
AWM
1613
Adams Wealth Management
Utah
$203K -$14.2K -522 -7%
CI
1614
CacheTech Inc
Utah
$203K -$14.2K -522 -7%
CP
1615
Canopy Partners
Ohio
$203K +$203K +7,443 New
NG
1616
Norden Group
Utah
$203K +$202K +7,420 New
MIA
1617
MeadowBrook Investment Advisors
Michigan
$202K
RWMG
1618
Redwood Wealth Management Group
New Jersey
$202K -$8.19K -300 -4%
MW
1619
Maia Wealth
Colorado
$201K +$205K +7,521 New
EAM
1620
Empirical Asset Management
Massachusetts
$198K +$817K +29,948 New
WIM
1621
Westside Investment Management
California
$198K +$10.4K +383 +6%
HWM
1622
HighMark Wealth Management
Minnesota
$197K +$37K +1,356 +23%
Kayne Anderson Rudnick Investment Management
1623
Kayne Anderson Rudnick Investment Management
California
$192K
AWM
1624
Activest Wealth Management
Florida
$190K
HI
1625
Hendershot Investments
Virginia
$184K