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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
PP
1201
PDS Planning
Ohio
$507K
EWA
1202
Emergent Wealth Advisors
New York
$506K
SSWM
1203
Smith Salley Wealth Management
North Carolina
$504K
ALWM
1204
Andrews Lucia Wealth Management
California
$501K
OFS
1205
Oldfather Financial Services
Nebraska
$499K
MIM
1206
Macroview Investment Management
Maryland
$498K
SAM
1207
Strategy Asset Managers
California
$497K
RMC
1208
Ring Mountain Capital
California
$497K
PCM
1209
Prelude Capital Management
New York
$496K
WC
1210
Wolfstich Capital
Massachusetts
$493K
CWA
1211
CM Wealth Advisors
Ohio
$492K
UWPG
1212
Ullmann Wealth Partners Group
Florida
$490K
SPA
1213
Sentinel Pension Advisors
Massachusetts
$489K
MG
1214
Mather Group
Illinois
$488K
OFG
1215
Omega Financial Group
California
$487K
GGI
1216
Godsey & Gibb Inc
Virginia
$487K
CWG
1217
Cornerstone Wealth Group
North Carolina
$485K
TFGT
1218
TS Financial Group (TSFG)
Illinois
$485K
ZIM
1219
Zacks Investment Management
Illinois
$484K
KWS
1220
Keystone Wealth Services
California
$484K
VWM
1221
Valley Wealth Managers
New Jersey
$483K
NWMG
1222
National Wealth Management Group
Ohio
$483K
ATPW
1223
Ashton Thomas Private Wealth
Arizona
$482K
FAI
1224
Fiduciary Advisors Inc
Missouri
$481K
ICP
1225
Impact Capital Partners
Colorado
$480K