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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
TWA
451
Talisman Wealth Advisors
New Jersey
$5.76M
KWA
452
Kellett Wealth Advisors
Ohio
$5.72M
BFP
453
Beacon Financial Planning
Massachusetts
$5.68M
DBRC
454
D.B. Root & Company
Pennsylvania
$5.66M
TYCC
455
Texas Yale Capital Corp
Florida
$5.62M
PS
456
Principal Securities
Iowa
$5.6M
RDWM
457
Red Door Wealth Management
Tennessee
$5.59M
LA
458
Legacy Advisors
Pennsylvania
$5.58M
DWM
459
Diversify Wealth Management
Utah
$5.56M
UBG
460
United Bank (Georgia)
Georgia
$5.53M
MMA
461
Miracle Mile Advisors
California
$5.46M
BSSFA
462
Baron Silver Stevens Financial Advisors
Florida
$5.45M
SAM
463
Smartleaf Asset Management
Massachusetts
$5.45M
FHA
464
Flagship Harbor Advisors
Massachusetts
$5.45M
GFPC
465
Global Financial Private Client
Florida
$5.45M
LPT
466
Legacy Private Trust
Wisconsin
$5.43M
JWCA
467
J.W. Cole Advisors
Florida
$5.4M
FIA
468
Foundations Investment Advisors
Arizona
$5.36M
BPFA
469
Barnes Pettey Financial Advisors
Mississippi
$5.35M
PCS
470
Personal CFO Solutions
New Jersey
$5.35M
SF
471
Seek First
California
$5.31M
AOWM
472
Alpha Omega Wealth Management
Virginia
$5.28M
BCI
473
Brinker Capital Investments
Pennsylvania
$5.25M
ACG
474
Allen Capital Group
Nebraska
$5.25M
TA
475
TrueWealth Advisors
Alabama
$5.23M