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Schwab US Dividend Equity ETF

1,765 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, 725 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
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
BCWM
1051
Bartlett & Co Wealth Management
Ohio
$776K
WMWM
1052
Wilkins Miller Wealth Management
Alabama
$776K
SP
1053
Stonebrook Private
Michigan
$776K
OFG
1054
Orcam Financial Group
California
$774K
DWP
1055
Daymark Wealth Partners
Ohio
$774K
ORC
1056
O'Rourke & Company
Massachusetts
$773K
LWM
1057
Level Wealth Management
North Carolina
$772K
CAM
1058
Carret Asset Management
New York
$772K
OA
1059
Oxbow Advisors
Texas
$771K
DP
1060
DDD Partners
Washington
$768K
RWM
1061
Rench Wealth Management
Texas
$761K
VAG
1062
VisionPoint Advisory Group
Texas
$758K
FCM
1063
Firestone Capital Management
Florida
$757K
NHC
1064
Nicholas Hoffman & Company
Georgia
$757K
IFWM
1065
Institute for Wealth Management
Colorado
$753K
BCM
1066
Brasada Capital Management
Texas
$753K
NSAM
1067
North Star Asset Management
Wisconsin
$753K
WCM
1068
Weik Capital Management
Pennsylvania
$751K
WB
1069
Webster Bank
Connecticut
$749K
SWA
1070
Strategies Wealth Advisors
Michigan
$747K
FC
1071
Fusion Capital
South Carolina
$743K
PB
1072
Pinnacle Bancorp
Nebraska
$742K
BPWM
1073
Badgley Phelps Wealth Managers
Washington
$739K
HR
1074
Howe & Rusling
New York
$737K
SAM
1075
Sawgrass Asset Management
Florida
$736K