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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
O3W
826
Omni 360 Wealth
New Jersey
$1.62M
SMWM
827
Silvia McColl Wealth Management
California
$1.61M
ADL
828
Asset Dedication LLC
California
$1.6M
MA
829
Modus Advisors
Minnesota
$1.59M
SWP
830
Sagespring Wealth Partners
Tennessee
$1.58M
PA
831
Probity Advisors
Texas
$1.57M
FWM
832
Focused Wealth Management
New York
$1.56M
APA
833
Astoria Portfolio Advisors
New York
$1.55M
BDFN
834
Bond & Devick Financial Network
Minnesota
$1.55M
OCPWS
835
One Charles Private Wealth Services
Massachusetts
$1.55M
GSEP
836
Golden State Equity Partners
California
$1.54M
BCA
837
Bay Colony Advisors
Massachusetts
$1.54M
MFG
838
MidWestOne Financial Group
Iowa
$1.53M
MCC
839
Money Concepts Capital
Florida
$1.53M
ZF
840
Zhang Financial
Michigan
$1.52M
MA
841
Mezzasalma Advisors
New Jersey
$1.51M
FCIM
842
Fairview Capital Investment Management
California
$1.5M
TIAA Trust, National Association
843
TIAA Trust, National Association
North Carolina
$1.5M
EFS
844
Essex Financial Services
Connecticut
$1.5M
BTWM
845
Brass Tax Wealth Management
Ohio
$1.5M
PWSG
846
Pacific Wealth Strategies Group
California
$1.48M
IAP
847
Indie Asset Partners
Indiana
$1.48M
OF
848
Outfitter Financial
Maine
$1.48M
RW
849
REDW Wealth
New Mexico
$1.48M
SW
850
SVB Wealth
Massachusetts
$1.48M