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