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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
LNWWM
851
Laird Norton Wetherby Wealth Management
California
$1.46M
GS
852
GWN Securities
Florida
$1.46M
ECA
853
Elevation Capital Advisory
Oregon
$1.46M
MAMG
854
Milestone Asset Management Group
Connecticut
$1.44M
Natixis Advisors
855
Natixis Advisors
Massachusetts
$1.44M
MWM
856
Mission Wealth Management
California
$1.44M
EFG
857
Ehrlich Financial Group
California
$1.44M
LCWP
858
Legacy Capital Wealth Partners
Arkansas
$1.44M
GI
859
Gradient Investments
Minnesota
$1.43M
MYIA
860
Mount Yale Investment Advisors
Colorado
$1.43M
SLWA
861
San Luis Wealth Advisors
California
$1.43M
GLA
862
Great Lakes Advisors
Illinois
$1.43M
IC
863
Inscription Capital
Texas
$1.43M
GFG
864
Grantvest Financial Group
New Jersey
$1.43M
TWM
865
Thrive Wealth Management
Pennsylvania
$1.43M
AC
866
Attessa Capital
Arizona
$1.42M
IA
867
Integrity Alliance
Iowa
$1.42M
WB
868
West Bancorporation
Iowa
$1.42M
SIAG
869
Signet Investment Advisory Group
Rhode Island
$1.42M
CAGAS
870
Capital Advisory Group Advisory Services
Minnesota
$1.42M
GK
871
Graney & King
New York
$1.42M
PAG
872
Private Advisory Group
Washington
$1.41M
WHC
873
Wulff, Hansen & Co
California
$1.41M
DT
874
Diversified Trust
Tennessee
$1.39M
ARG
875
Advisory Resource Group
Oklahoma
$1.39M