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Schwab US Dividend Equity ETF

1,769 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 125 funds opening new positions, 749 increasing their positions, 727 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
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
FCM
251
Family Capital Management
Michigan
$12.4M
KWM
252
Kingsview Wealth Management
Oregon
$12.3M
WLPWM
253
Walled Lake Planning & Wealth Management
Illinois
$12.3M
OPPS
254
Obsidian Personal Planning Solutions
Maryland
$12.3M
SWMG
255
Sard Wealth Management Group
Georgia
$12.2M
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$12M
CIA
257
Concurrent Investment Advisors
Florida
$12M
CSP
258
Cary Street Partners
Virginia
$12M
SEIA
259
Signature Estate & Investment Advisors
California
$11.9M
CCG
260
Coastwise Capital Group
California
$11.8M
AWA
261
Acorn Wealth Advisors
Michigan
$11.8M
LSWP
262
Liberty Square Wealth Partners
Pennsylvania
$11.6M
NFG
263
Nations Financial Group
Iowa
$11.6M
AWM
264
Avior Wealth Management
Nebraska
$11.5M
XF
265
XML Financial
Maryland
$11.5M
CWA
266
Canvas Wealth Advisors
Kansas
$11.3M
NLWP
267
Next Level Wealth Planning
Idaho
$11.2M
SFA
268
Sequoia Financial Advisors
Ohio
$11.1M
FFS
269
Founders Financial Securities
Maryland
$11.1M
ICM
270
Islay Capital Management
Texas
$11M
CST
271
Charles Schwab Trust
Nevada
$11M
KPWS
272
Kestra Private Wealth Services
Texas
$10.9M
CAM
273
Cozad Asset Management
Illinois
$10.9M
BEI
274
Benjamin Edwards Inc
Missouri
$10.9M
OWM
275
Orgel Wealth Management
Wisconsin
$10.8M