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Schwab US Dividend Equity ETF

1,781 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, 753 increasing their positions, 731 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,781
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
208
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
CFMC
251
Curbstone Financial Management Corp
New Hampshire
$12.4M
FCM
252
Family Capital Management
Michigan
$12.4M
KWM
253
Kingsview Wealth Management
Oregon
$12.3M
WLPWM
254
Walled Lake Planning & Wealth Management
Illinois
$12.3M
OPPS
255
Obsidian Personal Planning Solutions
Maryland
$12.3M
SWMG
256
Sard Wealth Management Group
Georgia
$12.2M
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$12M
CIA
258
Concurrent Investment Advisors
Florida
$12M
CSP
259
Cary Street Partners
Virginia
$12M
SEIA
260
Signature Estate & Investment Advisors
California
$11.9M
CCG
261
Coastwise Capital Group
California
$11.8M
AWA
262
Acorn Wealth Advisors
Michigan
$11.8M
LSWP
263
Liberty Square Wealth Partners
Pennsylvania
$11.6M
NFG
264
Nations Financial Group
Iowa
$11.6M
AWM
265
Avior Wealth Management
Nebraska
$11.5M
XF
266
XML Financial
Maryland
$11.5M
CWA
267
Canvas Wealth Advisors
Kansas
$11.3M
NLWP
268
Next Level Wealth Planning
Idaho
$11.2M
SFA
269
Sequoia Financial Advisors
Ohio
$11.1M
FFS
270
Founders Financial Securities
Maryland
$11.1M
ICM
271
Islay Capital Management
Texas
$11M
CST
272
Charles Schwab Trust
Nevada
$11M
KPWS
273
Kestra Private Wealth Services
Texas
$10.9M
CAM
274
Cozad Asset Management
Illinois
$10.9M
BEI
275
Benjamin Edwards Inc
Missouri
$10.9M