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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
EWM
1676
Evermay Wealth Management
Virginia
$68.7K -$33K -1,209 -32%
DF
1677
Dunhill Financial
United Kingdom
$66.8K +$15.9K +583 +31%
HWA
1678
Heartwood Wealth Advisors
Virginia
$64.1K +$64.1K +2,349 New
RWM
1679
Rialto Wealth Management
New York
$63.9K
RF
1680
Robinswood Financial
Washington
$62.1K +$600 +22 +1%
TIM
1681
Thompson Investment Management
Wisconsin
$59.2K
OFG
1682
Oxford Financial Group
Indiana
$58.3K
PW
1683
Pandora Wealth
Illinois
$57.3K
FCT
1684
First Community Trust
Iowa
$57.2K
HCM
1685
Hollencrest Capital Management
California
$57.1K +$45.4K +1,665 +391%
FLFS
1686
Family Legacy Financial Solutions
North Carolina
$54.6K -$15.4K -564 -22%
RF
1687
Roxbury Financial
New Jersey
$54.1K +$246 +9 +0.5%
C
1688
Covestor
United Kingdom
$52K +$3.85K +141 +8%
VDBMI
1689
Van Den Berg Management I
Texas
$51.8K -$136 -5 -0.3%
HWP
1690
Highline Wealth Partners
California
$50.5K +$50.5K +1,850 New
CAIM
1691
Catherine Avery Investment Management
Florida
$49.3K
CB
1692
CNB Bank
Pennsylvania
$49.2K -$1.23K -45 -2%
FCMT
1693
Founders Capital Management (Texas)
Texas
$49.1K
DEM
1694
Disciplined Equity Management
Florida
$48.5K
CFS
1695
Compass Financial Services
Iowa
$47K
FFA
1696
Frazier Financial Advisors
Ohio
$45.8K +$5.05K +185 +12%
KSB
1697
Kennebec Savings Bank
Maine
$45.5K +$5.02K +184 +12%
MBFW
1698
Morton Brown Family Wealth
Pennsylvania
$44.6K +$13K +477 +41%
GWSA
1699
Global Wealth Strategies & Associates
Colorado
$43.6K -$17.2K -631 -28%
KHC
1700
Koesten Hirschmann & Crabtree
Kansas
$41K