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Schwab US Dividend Equity ETF

1,767 hedge funds and large institutions have $22.1B invested in Schwab US Dividend Equity ETF in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 748 increasing their positions, 726 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
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
CWS
676
Cypress Wealth Services
California
$2.72M
CFO
677
Collective Family Office
Pennsylvania
$2.72M
JCM
678
Jacobi Capital Management
Pennsylvania
$2.71M
FTS
679
Fifth Third Securities
Ohio
$2.71M
FWM
680
FMA Wealth Management
Massachusetts
$2.7M
GWM
681
Geneos Wealth Management
Colorado
$2.7M
KDA
682
Kraft Davis & Associates
Missouri
$2.67M
SWM
683
Silverlake Wealth Management
Vermont
$2.67M
BRWA
684
B. Riley Wealth Advisors
Florida
$2.66M
PGAM
685
Princeton Global Asset Management
New Jersey
$2.65M
ATC
686
Argent Trust Co
Tennessee
$2.65M
EWM
687
Empirical Wealth Management
Washington
$2.62M
AIA
688
Armor Investment Advisors
North Carolina
$2.6M
CA
689
Crewe Advisors
Utah
$2.6M
RWP
690
Revolve Wealth Partners
New Jersey
$2.6M
BBHC
691
Brown Brothers Harriman & Co
New York
$2.6M
WPC
692
Wedmont Private Capital
Pennsylvania
$2.58M
RMP
693
Richards, Merrill & Peterson
Washington
$2.58M
SW
694
Simplicity Wealth
New Jersey
$2.58M
AWP
695
Atlas Wealth Partners
Pennsylvania
$2.57M
SFS
696
Sowell Financial Services
Arkansas
$2.56M
IF
697
IRON Financial
Illinois
$2.56M
WF
698
Welch & Forbes
Massachusetts
$2.55M
Luther King Capital Management (LKCM)
699
Luther King Capital Management (LKCM)
Texas
$2.54M
OW
700
Olistico Wealth
Oklahoma
$2.52M