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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
EP
1801
Essential Partners
California
$486 -$27 -1 -5%
IWM
1802
Inlight Wealth Management
Georgia
$137
IRAG
1803
Investment Research & Advisory Group
Georgia
$83 +$27 +1 +50%
EAM
1804
Eukles Asset Management
Ohio
$55
SWGC
1805
Summit Wealth Group (Colorado)
Colorado
-$22.1M -835,035 Closed
Fayez Sarofim & Co
1806
Fayez Sarofim & Co
Texas
-$21.7M -820,000 Closed
TCM
1807
Towneley Capital Management
California
-$17.9M -676,651 Closed
TL
1808
Tradewinds LLC
North Carolina
-$9.33M -352,264 Closed
LSA
1809
Lion Street Advisors
Texas
-$7.1M -267,754 Closed
CFO
1810
Custos Family Office
Texas
-$7.04M -265,619 Closed
AAP
1811
Arax Advisory Partners
Colorado
-$5.3M -198,142 Closed
CFSG
1812
Clark Financial Services Group
Missouri
-$3.49M -131,700 Closed
WW
1813
Winnow Wealth
Texas
-$2.86M -108,084 Closed
BCI
1814
Blue Capital Inc
Nebraska
-$2.44M -92,094 Closed
SSA
1815
Schonfeld Strategic Advisors
New York
-$2.08M -78,500 Closed
HF
1816
HRT Financial
New York
-$1.98M -74,664 Closed
MPCL
1817
My Personal CFO LLC
Washington
-$1.59M -60,158 Closed
FSA
1818
Financial Sense Advisors
California
-$1.58M -59,489 Closed
VIA
1819
Victrix Investment Advisors
Florida
-$1.51M -56,895 Closed
JBW
1820
Journey Beyond Wealth
Georgia
-$1.32M -49,893 Closed
QCM
1821
QRG Capital Management
Illinois
-$1.2M -45,423 Closed
AIP
1822
Almanack Investment Partners
Pennsylvania
-$999K -37,700 Closed
SHGA
1823
Sand Hill Global Advisors
California
-$876K -33,073 Closed
FEG
1824
Fund Evaluation Group
Ohio
-$734K -27,715 Closed
QP
1825
Quartz Partners
New York
-$723K -27,290 Closed