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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
PS
1026
Planned Solutions
California
$842K
VAS
1027
Valicenti Advisory Services
New York
$838K
MM
1028
Meridian Management
Arkansas
$838K
BIP
1029
Blueprint Investment Partners
North Carolina
$834K
WA
1030
Wealth Alliance
New York
$829K
SP
1031
SWS Partners
Ohio
$828K
BONH
1032
Bank of New Hampshire
New Hampshire
$825K
SA
1033
Sunesis Advisors
Kansas
$819K
LWL
1034
Leo Wealth LLC
Texas
$819K
BC
1035
Barnett & Company
Tennessee
$817K
OC
1036
Oarsman Capital
Wisconsin
$816K
BFA
1037
Blueprint Financial Advisors
North Carolina
$812K
BFA
1038
Beacon Financial Advisory
Ohio
$808K
CWM
1039
Connecticut Wealth Management
Connecticut
$808K
SFG
1040
Sage Financial Group
Pennsylvania
$807K
IF
1041
Ironwood Financial
Arizona
$803K
TC
1042
TFR Capital
Texas
$801K
C
1043
Certuity
Florida
$799K
SW
1044
SteelPeak Wealth
California
$795K
National Bank of Canada
1045
National Bank of Canada
Quebec, Canada
$794K
AA
1046
Ancora Advisors
Ohio
$790K
CWM
1047
CCG Wealth Management
California
$782K
B
1048
Bailard
California
$779K
FSA
1049
Fort Sheridan Advisors
Illinois
$778K
MBI
1050
May Barnhard Investments
Maryland
$777K