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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
WEG
801
World Equity Group
Illinois
$1.83M
KA
802
Kovack Advisors
Florida
$1.82M
NA
803
Note Advisors
New York
$1.81M
FP
804
Financial Perspectives
Minnesota
$1.81M
FFA
805
Founders Financial Alliance
North Carolina
$1.8M
TFA
806
Teamwork Financial Advisors
Texas
$1.8M
DC
807
Diametric Capital
Massachusetts
$1.79M
WFG
808
Wills Financial Group
Virginia
$1.79M
FFP
809
FourThought Financial Partners
Florida
$1.79M
CAM
810
Costello Asset Management
Pennsylvania
$1.76M
FWP
811
Forefront Wealth Partners
Texas
$1.76M
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$1.75M
EWA
813
Elevate Wealth Advisory
Georgia
$1.75M
Vanguard Group
814
Vanguard Group
Pennsylvania
$1.75M
CFG
815
Chapman Financial Group
Hawaii
$1.73M
AFA
816
AllGen Financial Advisors
Florida
$1.73M
APIM
817
Agate Pass Investment Management
Washington
$1.73M
CFP
818
Comprehensive Financial Planning
Pennsylvania
$1.71M
PA
819
Planning Alternatives
Michigan
$1.71M
SIC
820
Salem Investment Counselors
North Carolina
$1.7M
BIS
821
BG Investment Services
Guam
$1.69M
CFD
822
Creative Financial Designs
Indiana
$1.69M
IAA
823
Independent Advisor Alliance
North Carolina
$1.69M
EAM
824
Evanson Asset Management
California
$1.69M
EFG
825
Embree Financial Group
Illinois
$1.68M