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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
RIL
1026
Rothschild Investment LLC
Illinois
$854K
RRA
1027
Round Rock Advisors
Connecticut
$854K
WAM
1028
Wernau Asset Management
Massachusetts
$852K
SC
1029
Soundwatch Capital
Connecticut
$852K
ACM
1030
Avalon Capital Management
California
$848K
CA
1031
CGN Advisors
Kansas
$847K
MSAM
1032
Moloney Securities Asset Management
Missouri
$845K
PS
1033
Planned Solutions
California
$842K
VAS
1034
Valicenti Advisory Services
New York
$838K
MM
1035
Meridian Management
Arkansas
$838K
BIP
1036
Blueprint Investment Partners
North Carolina
$834K
WA
1037
Wealth Alliance
New York
$829K
SP
1038
SWS Partners
Ohio
$828K
BONH
1039
Bank of New Hampshire
New Hampshire
$825K
SA
1040
Sunesis Advisors
Kansas
$819K
LWL
1041
Leo Wealth LLC
Texas
$819K
BC
1042
Barnett & Company
Tennessee
$817K
OC
1043
Oarsman Capital
Wisconsin
$816K
BFA
1044
Blueprint Financial Advisors
North Carolina
$812K
BFA
1045
Beacon Financial Advisory
Ohio
$808K
CWM
1046
Connecticut Wealth Management
Connecticut
$808K
SFG
1047
Sage Financial Group
Pennsylvania
$807K
IF
1048
Ironwood Financial
Arizona
$803K
TC
1049
TFR Capital
Texas
$801K
C
1050
Certuity
Florida
$799K