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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
LC
1826
LCNB Corp
Ohio
-$687K -25,910 Closed
TC
1827
Trilogy Capital
California
-$658K -24,824 Closed
Optiver Holding
1828
Optiver Holding
Netherlands
-$530K -20,000 Closed
HA
1829
Herold Advisors
New York
-$526K -19,854 Closed
SCA
1830
Sage Capital Advisors
South Dakota
-$463K -17,455 Closed
PCM
1831
Prospera Capital Management
Arizona
-$437K -16,500 Closed
ICCON
1832
Investment Counsel Company of Nevada
Nevada
-$426K -16,063 Closed
CWM
1833
Cahaba Wealth Management
Georgia
-$424K -16,018 Closed
WTB
1834
Washington Trust Bank
Washington
-$374K -14,106 Closed
EMC
1835
Everest Management Corp
California
-$367K -13,853 Closed
LSL
1836
Legacy Solutions LLC
Pennsylvania
-$359K -13,534 Closed
SC
1837
Sepio Capital
Utah
-$352K -13,269 Closed
PHWM
1838
Pine Harbor Wealth Management
Maryland
-$344K -12,994 Closed
MCWA
1839
Meadow Creek Wealth Advisors
Georgia
-$343K -12,952 Closed
CLP
1840
Charis Legacy Partners
Texas
-$332K -12,531 Closed
WG
1841
Welch Group
Alabama
-$311K -11,724 Closed
PBO
1842
Peoples Bank (Ohio)
Ohio
-$304K -11,459 Closed
CCM
1843
Charter Capital Management
Wisconsin
-$278K -10,496 Closed
RWM
1844
Revisor Wealth Management
Ohio
-$280K -10,166 Closed
PCM
1845
Payne Capital Management
New York
-$265K -10,011 Closed
LMKC
1846
L.M. Kohn & Company
Ohio
-$257K -9,706 Closed
ACM
1847
AlphaStar Capital Management
North Carolina
-$251K -9,471 Closed
ARC
1848
Advisor Resource Council
Texas
-$247K -9,311 Closed
QWM
1849
Quadcap Wealth Management
Texas
-$245K -9,246 Closed
DIA
1850
Dana Investment Advisors
Wisconsin
-$239K -9,032 Closed