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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 84 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
GWM
1101
Greenhouse Wealth Management
Connecticut
$690K
RCWM
1102
Red Crane Wealth Management
California
$689K
FIG
1103
FSA Investment Group
Florida
$689K
ACA
1104
American Capital Advisory
Idaho
$686K
XT
1105
XTX Topco
Cayman Islands
$686K
IIL
1106
Insight Inv LLC
California
$682K
LF
1107
LifePlan Financial
Minnesota
$680K
EIA
1108
Eldridge Investment Advisors
New Hampshire
$680K
GC
1109
Grimes & Company
Massachusetts
$679K
CPA
1110
Clear Point Advisors
New York
$678K
PAG
1111
Paladin Advisory Group
Iowa
$677K
JFGIW
1112
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$675K
CAWM
1113
Capital Advisors Wealth Management
Washington
$672K
BHBT
1114
Burke & Herbert Bank & Trust
Virginia
$669K
BIG
1115
Brookwood Investment Group
Arizona
$668K
RWP
1116
Ridgecrest Wealth Partners
California
$666K
LIM
1117
Loudon Investment Management
New Hampshire
$664K
FWI
1118
Facet Wealth Inc
Maryland
$664K
TCOT
1119
Trust Company of Toledo
Ohio
$663K
DWMS
1120
Dominguez Wealth Management Solutions
Virginia
$654K
LAIC
1121
Lederer & Associates Investment Counsel
California
$653K
BWP
1122
Bernardo Wealth Planning
Pennsylvania
$652K
KFP
1123
KMG Fiduciary Partners
Ohio
$651K
SPWM
1124
Schrum Private Wealth Management
Florida
$651K
SAM
1125
SP Asset Management
California
$651K