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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
AWE
501
Avidian Wealth Enterprises
Texas
$4.82M
JWM
502
JPL Wealth Management
Colorado
$4.81M
FA
503
Fagan Associates
New York
$4.79M
BI
504
Berkeley Inc
Idaho
$4.79M
FCA
505
FLC Capital Advisors
California
$4.72M
JIC
506
Johnson Investment Counsel
Ohio
$4.71M
CSS
507
Cubist Systematic Strategies
Connecticut
$4.65M
EWP
508
Equity Wealth Partners
Missouri
$4.64M
QCM
509
Quantinno Capital Management
New York
$4.62M
RSWM
510
Robertson Stephens Wealth Management
California
$4.6M
ACM
511
Advisors Capital Management
New Jersey
$4.57M
MWM
512
MBE Wealth Management
Wisconsin
$4.56M
JPLA
513
Joseph P. Lucia & Associates
New York
$4.52M
FWA
514
FSC Wealth Advisors
New York
$4.52M
LA
515
Lynch & Associates
Indiana
$4.49M
US Bancorp
516
US Bancorp
Minnesota
$4.48M
AA
517
Auxano Advisors
Washington
$4.46M
WA
518
WPG Advisers
Maryland
$4.45M
ACI
519
Alpha Cubed Investments
California
$4.42M
CIC
520
Cutler Investment Counsel
Oregon
$4.39M
PCA
521
Pallas Capital Advisors
Massachusetts
$4.38M
OAM
522
Oppenheimer Asset Management
New York
$4.37M
GIM
523
Guild Investment Management
California
$4.36M
STFP
524
Signal Tree Financial Partners
Ohio
$4.34M
BL
525
BFSG LLC
California
$4.33M