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Schwab US Dividend Equity ETF

1,766 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 124 funds opening new positions, 748 increasing their positions, 726 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
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
SWM
726
SpringVest Wealth Management
Texas
$2.33M
RAG
727
RIA Advisory Group
Iowa
$2.32M
BWMG
728
Barnes Wealth Management Group
California
$2.32M
PWA
729
Physician Wealth Advisors
Utah
$2.3M
SFO
730
Stokes Family Office
Louisiana
$2.28M
FA
731
Fermata Advisors
California
$2.26M
KF
732
Krilogy Financial
Missouri
$2.24M
BL
733
Balentine LLC
Georgia
$2.22M
PCM
734
Pennsylvania Capital Management
Pennsylvania
$2.22M
BSB
735
Bangor Savings Bank
Maine
$2.22M
SHFP
736
Second Half Financial Partners
Florida
$2.22M
PCA
737
Providence Capital Advisors
North Carolina
$2.21M
PPW
738
Pasadena Private Wealth
California
$2.21M
RFA
739
Register Financial Advisors
Georgia
$2.2M
GWWM
740
Great Waters Wealth Management
Minnesota
$2.17M
CPC
741
Consolidated Planning Corp
Georgia
$2.15M
AWM
742
Aprio Wealth Management
Georgia
$2.15M
WFS
743
WealthGarden F.S.
California
$2.15M
CIM
744
Corda Investment Management
Texas
$2.12M
MC
745
Miramar Capital
Illinois
$2.12M
MWM
746
Maripau Wealth Management
Indiana
$2.1M
NSIM
747
North Star Investment Management
Illinois
$2.09M
WKSWA
748
White Knight Strategic Wealth Advisors
New Jersey
$2.08M
LOIM
749
Liberty One Investment Management
Illinois
$2.05M
GIA
750
GHP Investment Advisors
Colorado
$2.04M