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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
ACM
976
Advance Capital Management
Michigan
$1.01M
CHJWM
977
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.01M
CNFG
978
Creegan & Nassoura Financial Group
New Hampshire
$1M
GWP
979
Gateway Wealth Partners
Wisconsin
$998K
VCWA
980
Vanguard Capital Wealth Advisors
Colorado
$998K
FWP
981
FAS Wealth Partners
Kansas
$992K
CAMG
982
CWA Asset Management Group
Florida
$991K
BWM
983
Buska Wealth Management
Wisconsin
$991K
TPW
984
Transatlantique Private Wealth
New York
$990K
NCM
985
Narwhal Capital Management
Georgia
$989K
JCFM
986
JBR Co Financial Management
Oklahoma
$973K
RAS
987
RPS Advisory Solutions
Kentucky
$970K
PIA
988
Pinion Investment Advisors
Kansas
$959K
FMII
989
Farmers & Merchants Investments Inc
Nebraska
$956K
MFA
990
Morling Financial Advisors
California
$956K
CWA
991
Clearview Wealth Advisors
Oregon
$950K
CW
992
Code Waechter
Florida
$950K
FFG
993
First Financial Group
North Carolina
$949K
CAM
994
CPA Asset Management
Florida
$948K
CMBA
995
C.M. Bidwell & Associates
Hawaii
$942K
DFG
996
Demars Financial Group
Washington
$941K
EIP
997
Ellis Investment Partners
Pennsylvania
$938K
MWA
998
MFA Wealth Advisors
Pennsylvania
$934K
AWA
999
Aaron Wealth Advisors
Illinois
$929K
MC
1000
Moors & Cabot
Massachusetts
$929K