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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
LIM
276
Leavell Investment Management
Alabama
$10.8M
AI
277
Atria Investments
North Carolina
$10.8M
BWA
278
BlueChip Wealth Advisors
Georgia
$10.7M
CNWM
279
Clay Northam Wealth Management
California
$10.6M
LFP
280
Lakeshore Financial Planning
Michigan
$10.6M
CW
281
Channel Wealth
California
$10.5M
DFA
282
DHJJ Financial Advisors
Illinois
$10.5M
SAM
283
Smithbridge Asset Management
Pennsylvania
$10.4M
Envestnet Portfolio Solutions
284
Envestnet Portfolio Solutions
Illinois
$10.4M
AssetMark Inc
285
AssetMark Inc
California
$10.4M
GB
286
Goepper Burkhardt
South Carolina
$10.4M
RMF
287
Red Mountain Financial
Colorado
$10.3M
AAA
288
American Alpha Advisors
New York
$10.3M
VCP
289
Verus Capital Partners
Arizona
$10.2M
CWMG
290
Compass Wealth Management (Georgia)
Georgia
$10.1M
VNA
291
Valley National Advisers
Pennsylvania
$10.1M
RWA
292
Redhawk Wealth Advisors
Minnesota
$10.1M
MA
293
MONECO Advisors
Connecticut
$10M
JWS
294
Juncture Wealth Strategies
Arizona
$9.98M
PF
295
Prosperitas Financial
California
$9.98M
MAM
296
Madison Asset Management
Wisconsin
$9.97M
CIC
297
Carnegie Investment Counsel
Ohio
$9.97M
OCFG
298
O'Connor Financial Group
Illinois
$9.92M
MF
299
Meridian Financial
Massachusetts
$9.9M
FF
300
Fairway Financial
Florida
$9.87M