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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
WFG
801
Wills Financial Group
Virginia
$1.79M
FFP
802
FourThought Financial Partners
Florida
$1.79M
CAM
803
Costello Asset Management
Pennsylvania
$1.76M
FWP
804
Forefront Wealth Partners
Texas
$1.76M
MPWT
805
MassMutual Private Wealth & Trust
Connecticut
$1.75M
EWA
806
Elevate Wealth Advisory
Georgia
$1.75M
Vanguard Group
807
Vanguard Group
Pennsylvania
$1.75M
CFG
808
Chapman Financial Group
Hawaii
$1.73M
AFA
809
AllGen Financial Advisors
Florida
$1.73M
APIM
810
Agate Pass Investment Management
Washington
$1.73M
CFP
811
Comprehensive Financial Planning
Pennsylvania
$1.71M
PA
812
Planning Alternatives
Michigan
$1.71M
SIC
813
Salem Investment Counselors
North Carolina
$1.7M
BIS
814
BG Investment Services
Guam
$1.69M
CFD
815
Creative Financial Designs
Indiana
$1.69M
IAA
816
Independent Advisor Alliance
North Carolina
$1.69M
EAM
817
Evanson Asset Management
California
$1.69M
EFG
818
Embree Financial Group
Illinois
$1.68M
PEA
819
Park Edge Advisors
Ohio
$1.67M
MCM
820
Maple Capital Management
Vermont
$1.67M
CIA
821
Covington Investment Advisors
Pennsylvania
$1.66M
TAM
822
Townsend Asset Management
North Carolina
$1.66M
IAIM
823
International Assets Investment Management
Florida
$1.65M
WP
824
WealthShield Partners
North Carolina
$1.64M
HIP
825
HUB Investment Partners
Texas
$1.63M