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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
FB
1201
Fulton Bank
Pennsylvania
$508K
PP
1202
PDS Planning
Ohio
$507K
EWA
1203
Emergent Wealth Advisors
New York
$506K
SSWM
1204
Smith Salley Wealth Management
North Carolina
$504K
ALWM
1205
Andrews Lucia Wealth Management
California
$501K
OFS
1206
Oldfather Financial Services
Nebraska
$499K
MIM
1207
Macroview Investment Management
Maryland
$498K
SAM
1208
Strategy Asset Managers
California
$497K
RMC
1209
Ring Mountain Capital
California
$497K
PCM
1210
Prelude Capital Management
New York
$496K
WC
1211
Wolfstich Capital
Massachusetts
$493K
CWA
1212
CM Wealth Advisors
Ohio
$492K
UWPG
1213
Ullmann Wealth Partners Group
Florida
$490K
SPA
1214
Sentinel Pension Advisors
Massachusetts
$489K
MG
1215
Mather Group
Illinois
$488K
OFG
1216
Omega Financial Group
California
$487K
GGI
1217
Godsey & Gibb Inc
Virginia
$487K
CWG
1218
Cornerstone Wealth Group
North Carolina
$485K
TFGT
1219
TS Financial Group (TSFG)
Illinois
$485K
ZIM
1220
Zacks Investment Management
Illinois
$484K
KWS
1221
Keystone Wealth Services
California
$484K
VWM
1222
Valley Wealth Managers
New Jersey
$483K
NWMG
1223
National Wealth Management Group
Ohio
$483K
ATPW
1224
Ashton Thomas Private Wealth
Arizona
$482K
FAI
1225
Fiduciary Advisors Inc
Missouri
$481K