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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
JWM
501
JPL Wealth Management
Colorado
$4.81M
FA
502
Fagan Associates
New York
$4.79M
BI
503
Berkeley Inc
Idaho
$4.79M
FCA
504
FLC Capital Advisors
California
$4.72M
JIC
505
Johnson Investment Counsel
Ohio
$4.71M
CSS
506
Cubist Systematic Strategies
Connecticut
$4.65M
EWP
507
Equity Wealth Partners
Missouri
$4.64M
QCM
508
Quantinno Capital Management
New York
$4.62M
RSWM
509
Robertson Stephens Wealth Management
California
$4.6M
ACM
510
Advisors Capital Management
New Jersey
$4.57M
MWM
511
MBE Wealth Management
Wisconsin
$4.56M
JPLA
512
Joseph P. Lucia & Associates
New York
$4.52M
FWA
513
FSC Wealth Advisors
New York
$4.52M
LA
514
Lynch & Associates
Indiana
$4.49M
US Bancorp
515
US Bancorp
Minnesota
$4.48M
AA
516
Auxano Advisors
Washington
$4.46M
WA
517
WPG Advisers
Maryland
$4.45M
ACI
518
Alpha Cubed Investments
California
$4.42M
CIC
519
Cutler Investment Counsel
Oregon
$4.39M
PCA
520
Pallas Capital Advisors
Massachusetts
$4.38M
OAM
521
Oppenheimer Asset Management
New York
$4.37M
GIM
522
Guild Investment Management
California
$4.36M
STFP
523
Signal Tree Financial Partners
Ohio
$4.34M
BL
524
BFSG LLC
California
$4.33M
OFP
525
OLIO Financial Planning
Virginia
$4.33M