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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
AWG
876
Altus Wealth Group
Colorado
$1.39M
WI
877
Westbourne Investments
Virginia
$1.39M
MTIC
878
Missouri Trust & Investment Company
Missouri
$1.39M
BPW
879
BLVD Private Wealth
Kentucky
$1.39M
SWP
880
Semus Wealth Partners
Florida
$1.38M
IA
881
Inspire Advisors
Idaho
$1.37M
PFBT
882
Parkside Financial Bank & Trust
Missouri
$1.37M
HAP
883
Harbor Asset Planning
Massachusetts
$1.36M
AIM
884
Aspen Investment Management
Michigan
$1.36M
EFG
885
Ethos Financial Group
Pennsylvania
$1.36M
GGS
886
Galvin Gaustad & Stein
Arizona
$1.36M
GWM
887
Guardian Wealth Management
Illinois
$1.35M
MWP
888
Meridian Wealth Partners
Pennsylvania
$1.35M
PWP
889
Precedent Wealth Partners
Texas
$1.35M
WIC
890
Woodmont Investment Counsel
Tennessee
$1.34M
ES
891
ETF Store
Kansas
$1.34M
CS
892
Capital Square
Tennessee
$1.33M
XPN
893
XY Planning Network
Montana
$1.31M
BMA
894
Brooks Moore & Associates
Tennessee
$1.31M
BW
895
BXM Wealth
Colorado
$1.3M
RCWM
896
Royal Capital Wealth Management
Indiana
$1.3M
WMA
897
West Michigan Advisors
Michigan
$1.3M
TCA
898
Transcend Capital Advisors
New Jersey
$1.3M
CCFM
899
Clear Creek Financial Management
Washington
$1.28M
RWP
900
RWA Wealth Partners
Massachusetts
$1.27M