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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
APW
1101
Austin Private Wealth
Texas
$701K
TBC
1102
Ted Buchan & Co
California
$700K
KFI
1103
Key Financial Inc
Pennsylvania
$698K
PPWM
1104
Perissos Private Wealth Management
Oklahoma
$697K
MWP
1105
Meriwether Wealth & Planning
Louisiana
$695K
CD
1106
Chapin Davis
Maryland
$694K
BF
1107
Bonfire Financial
Colorado
$692K
SPL
1108
Smart Portfolios LLC
Washington
$692K
GWM
1109
Greenhouse Wealth Management
Connecticut
$690K
RCWM
1110
Red Crane Wealth Management
California
$689K
FIG
1111
FSA Investment Group
Florida
$689K
ACA
1112
American Capital Advisory
Idaho
$686K
XT
1113
XTX Topco
Cayman Islands
$686K
IIL
1114
Insight Inv LLC
California
$682K
LF
1115
LifePlan Financial
Minnesota
$680K
EIA
1116
Eldridge Investment Advisors
New Hampshire
$680K
GC
1117
Grimes & Company
Massachusetts
$679K
CPA
1118
Clear Point Advisors
New York
$678K
PAG
1119
Paladin Advisory Group
Iowa
$677K
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$675K
CAWM
1121
Capital Advisors Wealth Management
Washington
$672K
BHBT
1122
Burke & Herbert Bank & Trust
Virginia
$669K
BIG
1123
Brookwood Investment Group
Arizona
$668K
RWP
1124
Ridgecrest Wealth Partners
California
$666K
LIM
1125
Loudon Investment Management
New Hampshire
$664K