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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
WCM
1076
Weik Capital Management
Pennsylvania
$751K
WB
1077
Webster Bank
Connecticut
$749K
SWA
1078
Strategies Wealth Advisors
Michigan
$747K
FC
1079
Fusion Capital
South Carolina
$743K
PB
1080
Pinnacle Bancorp
Nebraska
$742K
BPWM
1081
Badgley Phelps Wealth Managers
Washington
$739K
HR
1082
Howe & Rusling
New York
$737K
SAM
1083
Sawgrass Asset Management
Florida
$736K
HKIM
1084
Hayek Kallen Investment Management
Alabama
$735K
SWRP
1085
Summit Wealth & Retirement Planning
California
$733K
RRWA
1086
Rainey & Randall Wealth Advisors
Florida
$731K
PJSIMP
1087
P.J. Schmidt Investment Management (PJS)
Wisconsin
$729K
FRA
1088
Front Row Advisors
California
$727K
DAS
1089
Diversify Advisory Services
Utah
$724K
FFM
1090
Forum Financial Management
Illinois
$724K
ECM
1091
Evergreen Capital Management
Washington
$723K
FCH
1092
Freestone Capital Holdings
Washington
$718K
VMMC
1093
V.M. Manning & Co
South Carolina
$716K
MSA
1094
McAlister Sweet & Associates
Texas
$714K
AG
1095
AmeriFlex Group
Nevada
$714K
BIG
1096
Builder Investment Group
Georgia
$713K
TWP
1097
Triad Wealth Partners
Kansas
$712K
FPWM
1098
FSB Premier Wealth Management
Iowa
$706K
FWA
1099
FSM Wealth Advisors
Ohio
$705K
CMAI
1100
Capital Management Associates Inc
Minnesota
$705K