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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
EA
776
Enclave Advisors
Texas
$1.94M
FA
777
Fiducient Advisors
Illinois
$1.94M
RFP
778
Root Financial Partners
California
$1.94M
GWMR
779
GC Wealth Management RIA
Massachusetts
$1.94M
PFS
780
Prospect Financial Services
New York
$1.93M
CCM
781
Coldstream Capital Management
Washington
$1.92M
NGA
782
Naples Global Advisors
Florida
$1.91M
UAG
783
United Advisor Group
Ohio
$1.91M
IIC
784
Ironwood Investment Counsel
Arizona
$1.9M
Financial Engines Advisors
785
Financial Engines Advisors
California
$1.9M
BWM
786
Bernard Wealth Management
Michigan
$1.9M
V
787
ViaWealth
Kansas
$1.89M
BFPW
788
BOK Financial Private Wealth
Colorado
$1.89M
JFG
789
JMG Financial Group
Illinois
$1.89M
CPA
790
Cathy Pareto & Associates
Florida
$1.88M
AWM
791
Aegis Wealth Management
Maryland
$1.88M
BWM
792
BCGM Wealth Management
Indiana
$1.88M
PTC
793
Private Trust Company
Ohio
$1.87M
KWM
794
KFG Wealth Management
Indiana
$1.87M
WCM
795
Whitener Capital Management
North Carolina
$1.86M
BB
796
Bell Bank
North Dakota
$1.85M
MIA
797
MainStreet Investment Advisors
Illinois
$1.85M
HNB
798
Huntington National Bank
Ohio
$1.84M
JCM
799
Janney Capital Management
Pennsylvania
$1.83M
CWA
800
Core Wealth Advisors
Florida
$1.83M