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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
AW
1776
Avion Wealth
Texas
$4K
ETC
1777
Exchange Traded Concepts
Oklahoma
$3.99K -$1.11M -40,848 -100%
WPA
1778
Wealth Preservation Advisors
Tennessee
$3.85K
LWMI
1779
Legacy Wealth Management (Idaho)
Idaho
$3.74K +$2.73K +100 +270%
SN
1780
Sittner & Nelson
Oregon
$3.44K -$3.93K -144 -53%
WAS
1781
Winch Advisory Services
Wisconsin
$3.38K +$600 +22 +22%
PFA
1782
Pathway Financial Advisers
Indiana
$3.37K -$4.28M -156,770 -100%
PWM
1783
Proathlete Wealth Management
Florida
$3.3K -$15.4K -566 -83%
GPI
1784
General Partner Inc
Pennsylvania
$3.28K
CCM
1785
Chilton Capital Management
Texas
$2.73K -$20.5K -750 -88%
BNP Paribas Financial Markets
1786
BNP Paribas Financial Markets
France
$2.62K +$1.39K +51 +113%
VEA
1787
Virtus ETF Advisers
New York
$2.29K +$382 +14 +20%
FNWA
1788
Financial Network Wealth Advisors
Utah
$2.13K
HB
1789
Horizon Bancorp
Indiana
$2K
MHIP
1790
Mountain Hill Investment Partners
New Jersey
$1.82K +$27 +1 +2%
CPBTD
1791
Central Pacific Bank - Trust Division
Hawaii
$1.72K
TFA
1792
Transamerica Financial Advisors
Florida
$1.48K +$928 +34 +162%
PAM
1793
Palisade Asset Management
Minnesota
$1.33K +$1.34K +49 New
FF
1794
Finley Financial
Nevada
$1.23K
PWMG
1795
Private Wealth Management Group
New Jersey
$1.19K +$27 +1 +2%
HWM
1796
Hemington Wealth Management
Virginia
$1K
KFP
1797
Keener Financial Planning
Texas
$1K
SC
1798
Swan Capital
Florida
$983 +$982 +36 New
GFWA
1799
Grey Fox Wealth Advisors
Delaware
$920 +$928 +34 New
NRC
1800
New Republic Capital
North Carolina
$737