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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
SPL
1101
Smart Portfolios LLC
Washington
$692K
GWM
1102
Greenhouse Wealth Management
Connecticut
$690K
RCWM
1103
Red Crane Wealth Management
California
$689K
FIG
1104
FSA Investment Group
Florida
$689K
ACA
1105
American Capital Advisory
Idaho
$686K
XT
1106
XTX Topco
Cayman Islands
$686K
IIL
1107
Insight Inv LLC
California
$682K
LF
1108
LifePlan Financial
Minnesota
$680K
EIA
1109
Eldridge Investment Advisors
New Hampshire
$680K
GC
1110
Grimes & Company
Massachusetts
$679K
CPA
1111
Clear Point Advisors
New York
$678K
PAG
1112
Paladin Advisory Group
Iowa
$677K
JFGIW
1113
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$675K
CAWM
1114
Capital Advisors Wealth Management
Washington
$672K
BHBT
1115
Burke & Herbert Bank & Trust
Virginia
$669K
BIG
1116
Brookwood Investment Group
Arizona
$668K
RWP
1117
Ridgecrest Wealth Partners
California
$666K
LIM
1118
Loudon Investment Management
New Hampshire
$664K
FWI
1119
Facet Wealth Inc
Maryland
$664K
TCOT
1120
Trust Company of Toledo
Ohio
$663K
DWMS
1121
Dominguez Wealth Management Solutions
Virginia
$654K
LAIC
1122
Lederer & Associates Investment Counsel
California
$653K
BWP
1123
Bernardo Wealth Planning
Pennsylvania
$652K
KFP
1124
KMG Fiduciary Partners
Ohio
$651K
SPWM
1125
Schrum Private Wealth Management
Florida
$651K