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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
FWI
1126
Facet Wealth Inc
Maryland
$664K
TCOT
1127
Trust Company of Toledo
Ohio
$663K
DWMS
1128
Dominguez Wealth Management Solutions
Virginia
$654K
LAIC
1129
Lederer & Associates Investment Counsel
California
$653K
BWP
1130
Bernardo Wealth Planning
Pennsylvania
$652K
KFP
1131
KMG Fiduciary Partners
Ohio
$651K
SPWM
1132
Schrum Private Wealth Management
Florida
$651K
SAM
1133
SP Asset Management
California
$651K
Russell Investments Group
1134
Russell Investments Group
United Kingdom
$649K
MHR
1135
Matthew Hamilton Rosenberg
$648K
WJWM
1136
Williams Jones Wealth Management
New York
$643K
SA
1137
Stewardship Advisors
Pennsylvania
$642K
Federated Hermes
1138
Federated Hermes
Pennsylvania
$641K
AP
1139
Appleton Partners
Massachusetts
$639K
LWM
1140
Lyell Wealth Management
California
$637K
SHJ
1141
Sharkey, Howes & Javer
Colorado
$634K
CC
1142
Cypress Capital
Tennessee
$633K
FFC
1143
First Financial Corp
Indiana
$629K
GSWM
1144
Golden State Wealth Management
California
$628K
PFA
1145
Pure Financial Advisors
California
$628K
FC
1146
Fulcrum Capital
Washington
$625K
CCA
1147
Conservest Capital Advisors
Pennsylvania
$622K
SWA
1148
SOA Wealth Advisors
New York
$622K
DWA
1149
Delap Wealth Advisory
Oregon
$621K
DQRIM
1150
Dale Q Rice Investment Management
Washington
$621K