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Schwab US Dividend Equity ETF

1,765 hedge funds and large institutions have $22.1B invested in Schwab US Dividend Equity ETF in 2025 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 748 increasing their positions, 725 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$134M
Puts
$69.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
251
Walled Lake Planning & Wealth Management
Illinois
$12.3M
OPPS
252
Obsidian Personal Planning Solutions
Maryland
$12.3M
SWMG
253
Sard Wealth Management Group
Georgia
$12.2M
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$12M
CIA
255
Concurrent Investment Advisors
Florida
$12M
CSP
256
Cary Street Partners
Virginia
$12M
SEIA
257
Signature Estate & Investment Advisors
California
$11.9M
CCG
258
Coastwise Capital Group
California
$11.8M
AWA
259
Acorn Wealth Advisors
Michigan
$11.8M
LSWP
260
Liberty Square Wealth Partners
Pennsylvania
$11.6M
NFG
261
Nations Financial Group
Iowa
$11.6M
AWM
262
Avior Wealth Management
Nebraska
$11.5M
XF
263
XML Financial
Maryland
$11.5M
CWA
264
Canvas Wealth Advisors
Kansas
$11.3M
NLWP
265
Next Level Wealth Planning
Idaho
$11.2M
SFA
266
Sequoia Financial Advisors
Ohio
$11.1M
FFS
267
Founders Financial Securities
Maryland
$11.1M
ICM
268
Islay Capital Management
Texas
$11M
CST
269
Charles Schwab Trust
Nevada
$11M
KPWS
270
Kestra Private Wealth Services
Texas
$10.9M
CAM
271
Cozad Asset Management
Illinois
$10.9M
BEI
272
Benjamin Edwards Inc
Missouri
$10.9M
OWM
273
Orgel Wealth Management
Wisconsin
$10.8M
BEAM
274
Baker Ellis Asset Management
Washington
$10.8M
NIWA
275
New Insight Wealth Advisors
California
$10.8M