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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
EFS
851
Essex Financial Services
Connecticut
$1.5M
BTWM
852
Brass Tax Wealth Management
Ohio
$1.5M
PWSG
853
Pacific Wealth Strategies Group
California
$1.48M
IAP
854
Indie Asset Partners
Indiana
$1.48M
OF
855
Outfitter Financial
Maine
$1.48M
RW
856
REDW Wealth
New Mexico
$1.48M
SW
857
SVB Wealth
Massachusetts
$1.48M
LNWWM
858
Laird Norton Wetherby Wealth Management
California
$1.46M
GS
859
GWN Securities
Florida
$1.46M
ECA
860
Elevation Capital Advisory
Oregon
$1.46M
MAMG
861
Milestone Asset Management Group
Connecticut
$1.44M
Natixis Advisors
862
Natixis Advisors
Massachusetts
$1.44M
MWM
863
Mission Wealth Management
California
$1.44M
EFG
864
Ehrlich Financial Group
California
$1.44M
LCWP
865
Legacy Capital Wealth Partners
Arkansas
$1.44M
GI
866
Gradient Investments
Minnesota
$1.43M
MYIA
867
Mount Yale Investment Advisors
Colorado
$1.43M
SLWA
868
San Luis Wealth Advisors
California
$1.43M
GLA
869
Great Lakes Advisors
Illinois
$1.43M
IC
870
Inscription Capital
Texas
$1.43M
GFG
871
Grantvest Financial Group
New Jersey
$1.43M
TWM
872
Thrive Wealth Management
Pennsylvania
$1.43M
AC
873
Attessa Capital
Arizona
$1.42M
IA
874
Integrity Alliance
Iowa
$1.42M
WB
875
West Bancorporation
Iowa
$1.42M