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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
BRWM
1851
Blue Rock Wealth Management
North Carolina
-$237K -8,939 Closed
LG
1852
Leuthold Group
Minnesota
-$234K -8,827 Closed
MCM
1853
Mainstream Capital Management
California
-$233K -8,785 Closed
GT
1854
Greenleaf Trust
Michigan
-$232K -8,739 Closed
WA
1855
WESPAC Advisors
California
-$223K -8,421 Closed
PFM
1856
Peak Financial Management
Massachusetts
-$209K -7,905 Closed
KCM
1857
Kathmere Capital Management
Pennsylvania
-$209K -7,873 Closed
BOC
1858
Bull Oak Capital
California
-$208K -7,864 Closed
PA
1859
Perennial Advisors
New York
-$208K -7,850 Closed
BWFA
1860
Baltimore-Washington Financial Advisors
Maryland
-$208K -7,835 Closed
SFS
1861
Solitude Financial Services
Virginia
-$206K -7,771 Closed
NCM
1862
Noesis Capital Mangement
Florida
-$205K -7,731 Closed
FG
1863
Fiduciary Group
Georgia
-$202K -7,630 Closed
TSMHT
1864
Thurston Springer Miller Herd & Titak
Indiana
-$200K -7,529 Closed
BIG
1865
Brooklyn Investment Group
New York
-$171K -6,440 Closed
MAWAG
1866
Mid-American Wealth Advisory Group
Missouri
-$119K -4,480 Closed
CW
1867
Cooksen Wealth
Texas
-$102K -3,850 Closed
BA
1868
Bellwether Advisors
Nebraska
-$98.6K -3,720 Closed
RI
1869
Ridgewood Investments
New Jersey
-$94K -3,547 Closed
TPWA
1870
Twin Peaks Wealth Advisors
California
-$85.3K -3,146 Closed
SC
1871
Stephens Consulting
Michigan
-$71.7K -2,704 Closed
GC
1872
Garde Capital
Washington
-$55.6K -2,097 Closed
TIM
1873
Total Investment Management
Arizona
-$42.6K -1,607 Closed
SSG
1874
Summit Securities Group
New York
-$42.4K -1,600 Closed
VNIM
1875
Vaughan Nelson Investment Management
Texas
-$39.4K -1,485 Closed