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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
HAIM
201
Hunter Associates Investment Management
Pennsylvania
$16M -$2.11M -77,349 -12%
SCA
202
Snowden Capital Advisors
New York
$15.8M +$353K +12,944 +2%
IIC
203
Integrated Investment Consultants
Michigan
$15.3M -$368K -13,481 -2%
MCB
204
Morton Community Bank
Illinois
$15.3M -$517K -18,934 -3%
KJWM
205
Kiley Juergens Wealth Management
Washington
$15.2M -$122K -4,480 -0.8%
HCWM
206
Hidden Cove Wealth Management
Washington
$15M -$2.19M -80,272 -13%
SC
207
Scotia Capital
Ontario, Canada
$14.8M +$149K +5,478 +1%
OBWG
208
Onyx Bridge Wealth Group
New York
$14.7M +$237K +8,697 +2%
BBW
209
Blue Barn Wealth
Utah
$14.6M +$1.19M +43,703 +9%
YWM
210
Yukon Wealth Management
Kansas
$14.4M +$1.11M +40,813 +8%
MT
211
Midwest Trust
Kansas
$14.3M -$539K -19,768 -4%
MFG
212
Midwest Financial Group
Kansas
$14.3M +$184K +6,732 +1%
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$14.3M -$1.48M -54,424 -9%
SVWAG
214
Sound View Wealth Advisors Group
Georgia
$14.2M -$193K -7,084 -1%
PFWA
215
Paces Ferry Wealth Advisors
Georgia
$14.2M +$375K +13,728 +3%
WIC
216
Whitegate Investment Counselors
New Hampshire
$14.2M -$565K -20,727 -4%
CAAS
217
Capital Asset Advisory Services
Michigan
$14.1M +$153K +5,612 +1%
MA
218
Mutual Advisors
Nebraska
$14M -$442K -16,210 -3%
FGG
219
Financial Guidance Group
Florida
$14M -$497K -18,219 -3%
OFG
220
Opulen Financial Group
Virginia
$14M +$236K +8,650 +2%
PCWA
221
Pacific Capital Wealth Advisors
California
$14M -$3.46M -126,891 -20%
CKAIS
222
Christensen King & Associates Investment Services
Washington
$14M -$274K -10,028 -2%
MF
223
Montis Financial
Massachusetts
$13.7M +$133K +4,890 +1%
PA
224
Parallel Advisors
California
$13.5M -$2.09M -76,560 -13%
SS
225
Sunbelt Securities
Texas
$13.4M +$1.67M +61,053 +14%