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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
AIA
1726
Aventus Investment Advisors
Florida
$26.2K
QT
1727
Quantbot Technologies
New York
$22.8K +$22.8K +835 New
HWA
1728
Heritage Wealth Advisors
Virginia
$22.7K
TCM
1729
Tradewinds Capital Management
Washington
$22.6K -$4.56K -167 -17%
PFM
1730
Phillips Financial Management
Indiana
$22.2K -$9.79K -359 -31%
CSB
1731
City State Bank
Iowa
$22.1K
MFT
1732
Moisand Fitzgerald Tamayo
Florida
$21.6K
JGIA
1733
Jackson Grant Investment Advisers
Connecticut
$20.8K +$218 +8 +1%
CPG
1734
Cornerstone Planning Group
New Jersey
$19.7K -$6.03M -220,882 -100%
FDW
1735
Fourth Dimension Wealth
Ohio
$18.8K
WBC
1736
West Branch Capital
Massachusetts
$18.1K
SMA
1737
Sage Mountain Advisors
Georgia
$18K
AIP
1738
Ameritas Investment Partners
Nebraska
$17.6K +$655 +24 +4%
NECFA
1739
New England Capital Financial Advisors
Connecticut
$17.4K
WAG
1740
Windsor Advisory Group
Ohio
$15.5K
KG
1741
Kilter Group
New York
$15.4K -$27 -1 -0.2%
TVWM
1742
Tower View Wealth Management
Wisconsin
$15.1K +$136 +5 +0.9%
PCM
1743
Perritt Capital Management
Illinois
$14.9K +$1.69K +62 +13%
MCM
1744
Manchester Capital Management
Vermont
$13.7K +$2.73K +100 +25%
CCM
1745
Cloud Capital Management
Washington
$13K +$13.1K +480 New
TF
1746
Tompkins Financial
New York
$12.9K
HNW
1747
High Note Wealth
Minnesota
$12.3K
CT
1748
Coastline Trust
Rhode Island
$12.3K +$12.3K +450 New
WOC
1749
West Oak Capital
California
$12.1K -$520K -19,050 -30%
VWA
1750
VSM Wealth Advisory
Maryland
$11.6K +$109 +4 +0.9%