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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
ITIM
1651
Indiana Trust & Investment Management
Indiana
$104K +$56.4K +2,069 +118%
NEWAS
1652
N.E.W. Advisory Services
Wisconsin
$104K +$16.8K +617 +19%
NWM
1653
Navigoe Wealth Management
California
$100K +$99.9K +3,663 New
PCM
1654
Palouse Capital Management
Washington
$98.7K -$1.2K -44 -1%
TAM
1655
Tucker Asset Management
Colorado
$97.4K +$41.3K +1,514 +74%
BA
1656
Ballast Advisors
Minnesota
$97.2K -$2.56K -94 -3%
Barclays
1657
Barclays
United Kingdom
$95.5K +$95.5K +3,500 New
HFS
1658
Hughes Financial Services
Virginia
$94K -$7.17K -263 -7%
AT
1659
Avalon Trust
New Mexico
$93.4K
RTL
1660
Red Tortoise LLC
Georgia
$90.2K +$382 +14 +0.4%
SIC
1661
SJS Investment Consulting
Ohio
$89.1K +$13.3K +489 +18%
CW
1662
Curio Wealth
Maryland
$88.5K
WWA
1663
Wealth Watch Advisors
Colorado
$84.6K +$84.6K +3,100 New
GEA
1664
Glen Eagle Advisors
New Jersey
$83.9K +$9.58K +351 +13%
SGK
1665
Steigerwald Gordon & Koch
Virginia
$82K +$82K +3,005 New
FLP
1666
Financial Life Planners
Arizona
$82K +$81.9K +3,002 New
AT
1667
Arlington Trust
Alabama
$81.9K
MJRIC
1668
Mogy Joel R Investment Counsel
California
$81.9K
WCM
1669
Weaver Capital Management
Georgia
$81.2K +$764 +28 +1%
APW
1670
Aventura Private Wealth
Florida
$74.1K +$109 +4 +0.1%
SWIM
1671
Smallwood Wealth Investment Management
New Jersey
$73.4K
PPC
1672
Park Place Capital
Alabama
$71.9K +$71.9K +2,635 New
HHGA
1673
Halbert Hargrove Global Advisors
California
$71.1K
CFFP
1674
Center for Financial Planning
Michigan
$70.9K
BC
1675
Barrett & Company
Rhode Island
$70.2K +$8.35K +306 +14%