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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
TIM
1626
Tortoise Investment Management
New York
$184K +$1.64K +60 +0.9%
ABWM
1627
Alpine Bank Wealth Management
Colorado
$181K
GI
1628
GAMMA Investing
California
$181K -$6.06K -222 -3%
MCA
1629
Maryland Capital Advisors
Maryland
$173K -$9.09K -333 -5%
CWM
1630
Crowley Wealth Management
Delaware
$168K
Franklin Resources
1631
Franklin Resources
California
$164K +$3.66K +134 +2%
GP
1632
Greenline Partners
New York
$163K +$163K +5,958 New
DF
1633
DecisionPoint Financial
Arizona
$161K
FDCDDQ
1634
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K -$2.18K -80 -1%
GA
1635
Guerra Advisors
Florida
$159K +$159K +5,821 New
WFA
1636
West Financial Advisors
Iowa
$154K
UCB
1637
United Community Bank
South Carolina
$152K +$53.2K +1,950 +54%
CIR
1638
Clear Investment Research
Georgia
$146K +$7.2K +264 +5%
HFS
1639
Hantz Financial Services
Michigan
$134K -$25.9K -951 -16%
WA
1640
Westfuller Advisors
New York
$130K +$130K +4,751 New
GWM
1641
GSB Wealth Management
Connecticut
$130K -$539K -19,769 -81%
JWA
1642
JFS Wealth Advisors
Pennsylvania
$123K
RF
1643
Rossby Financial
Florida
$122K +$737 +27 +0.6%
CIA
1644
Cape Investment Advisory
Georgia
$121K -$4.58M -167,829 -97%
CVM
1645
Cheviot Value Management
California
$120K +$300 +11 +0.2%
FPF
1646
First Pacific Financial
Washington
$116K +$1.12K +41 +1%
CWM
1647
Copia Wealth Management
Oregon
$110K
WSFS
1648
Wilmington Savings Fund Society
Delaware
$109K -$17K -624 -14%
MFC
1649
Mechanics Financial Corp
Ohio
$105K
PWMG
1650
Prestige Wealth Management Group
New Jersey
$105K