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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
OFP
526
OLIO Financial Planning
Virginia
$4.33M
CWMK
527
Caliber Wealth Management (Kansas)
Kansas
$4.32M
VCWM
528
Vista Cima Wealth Management
Arizona
$4.31M
EWA
529
EverSource Wealth Advisors
Alabama
$4.28M
GPFA
530
Game Plan Financial Advisors
Ohio
$4.26M
HBW
531
Hazlett, Burt & Watson
West Virginia
$4.25M
WIM
532
WealthPlan Investment Management
Nebraska
$4.24M
RW
533
RVW Wealth
California
$4.24M
PFS
534
Prospera Financial Services
Texas
$4.13M
KNFPWM
535
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.12M
HIW
536
Holos Integrated Wealth
Pennsylvania
$4.09M
CF
537
Centaurus Financial
California
$4.07M
KFSN
538
Keystone Financial Services (Nebraska)
Nebraska
$4.07M
CA
539
Cresta Advisors
Texas
$4.06M
CNB
540
Camden National Bank
Maine
$4.06M
AWP
541
Axis Wealth Partners
Rhode Island
$4.04M
OPWM
542
Oxinas Partners Wealth Management
Indiana
$4M
Comerica Bank
543
Comerica Bank
Texas
$3.97M
NF
544
Nikulski Financial
Iowa
$3.95M
PCMN
545
Paradigm Capital Management (Nevada)
Nevada
$3.95M
GCA
546
Gradient Capital Advisors
California
$3.95M
WWM
547
Western Wealth Management
Colorado
$3.92M
LCM
548
LVM Capital Management
Michigan
$3.9M
Kovitz Investment Group Partners
549
Kovitz Investment Group Partners
Illinois
$3.89M
SIS
550
Strategic Investment Solutions
Illinois
$3.88M