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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
BMA
901
Brooks Moore & Associates
Tennessee
$1.31M
BW
902
BXM Wealth
Colorado
$1.3M
RCWM
903
Royal Capital Wealth Management
Indiana
$1.3M
WMA
904
West Michigan Advisors
Michigan
$1.3M
TCA
905
Transcend Capital Advisors
New Jersey
$1.3M
CCFM
906
Clear Creek Financial Management
Washington
$1.28M
RWP
907
RWA Wealth Partners
Massachusetts
$1.27M
1CP
908
17 Capital Partners
Arizona
$1.27M
DI
909
Disciplined Investors
Texas
$1.26M
SFC
910
SYM Financial Corp
Indiana
$1.25M
TCM
911
TruNorth Capital Management
Michigan
$1.24M
HTC
912
Haverford Trust Company
Pennsylvania
$1.24M
HNB
913
Hilltop National Bank
Wyoming
$1.23M
EWM
914
Evergreen Wealth Management
Michigan
$1.23M
BFG
915
Bleakley Financial Group
New Jersey
$1.22M
WCM
916
WealthBridge Capital Management
Ohio
$1.22M
WWA
917
Wingate Wealth Advisors
Massachusetts
$1.22M
WAL
918
W Advisors LLC
Tennessee
$1.22M
CAI
919
Capital Advisors Inc
Oklahoma
$1.21M
RF
920
RHS Financial
California
$1.21M
GAA
921
Guardian Asset Advisors
Pennsylvania
$1.2M
CRI
922
Commonwealth Retirement Investments
Virginia
$1.2M
FWSM
923
First Wilshire Securities Management
California
$1.2M
SWP
924
Summit Wealth Partners
Florida
$1.19M
JSW
925
Journey Strategic Wealth
New Jersey
$1.19M