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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
SAM
1076
Sawgrass Asset Management
Florida
$736K
HKIM
1077
Hayek Kallen Investment Management
Alabama
$735K
SWRP
1078
Summit Wealth & Retirement Planning
California
$733K
RRWA
1079
Rainey & Randall Wealth Advisors
Florida
$731K
PJSIMP
1080
P.J. Schmidt Investment Management (PJS)
Wisconsin
$729K
FRA
1081
Front Row Advisors
California
$727K
DAS
1082
Diversify Advisory Services
Utah
$724K
FFM
1083
Forum Financial Management
Illinois
$724K
ECM
1084
Evergreen Capital Management
Washington
$723K
FCH
1085
Freestone Capital Holdings
Washington
$718K
VMMC
1086
V.M. Manning & Co
South Carolina
$716K
MSA
1087
McAlister Sweet & Associates
Texas
$714K
AG
1088
AmeriFlex Group
Nevada
$714K
BIG
1089
Builder Investment Group
Georgia
$713K
TWP
1090
Triad Wealth Partners
Kansas
$712K
FPWM
1091
FSB Premier Wealth Management
Iowa
$706K
FWA
1092
FSM Wealth Advisors
Ohio
$705K
CMAI
1093
Capital Management Associates Inc
Minnesota
$705K
APW
1094
Austin Private Wealth
Texas
$701K
TBC
1095
Ted Buchan & Co
California
$700K
KFI
1096
Key Financial Inc
Pennsylvania
$698K
PPWM
1097
Perissos Private Wealth Management
Oklahoma
$697K
MWP
1098
Meriwether Wealth & Planning
Louisiana
$695K
CD
1099
Chapin Davis
Maryland
$694K
BF
1100
Bonfire Financial
Colorado
$692K