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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
WFS
101
Walker Financial Services
Kentucky
$32.3M
Lido Advisors
102
Lido Advisors
California
$32.3M
TLFA
103
True Link Financial Advisors
California
$32.1M
SCM
104
Steele Capital Management
Iowa
$32.1M
FCAS
105
First Command Advisory Services
Texas
$30.2M
AFP
106
Ausdal Financial Partners
Iowa
$29.5M
CBA
107
Coastal Bridge Advisors
Connecticut
$28.7M
AFG
108
Albion Financial Group
Utah
$28.3M
SFA
109
Souders Financial Advisors
Ohio
$28.3M
VFP
110
Verus Financial Partners
Virginia
$28.2M
ACA
111
Aspire Capital Advisors
Washington
$28.2M
IPW
112
Intergy Private Wealth
Colorado
$27.9M
CTC
113
Central Trust Company
Missouri
$27.8M
WMWM
114
Whitaker-Myers Wealth Managers
Ohio
$27.7M
SWP
115
Stratos Wealth Partners
Ohio
$27.7M
RIA
116
Regal Investment Advisors
Michigan
$27.4M
WAM
117
WFA Asset Management
Wisconsin
$27.1M
EI
118
eCIO Inc
Wisconsin
$26.7M
Goldman Sachs
119
Goldman Sachs
New York
$26.1M
AF
120
Advisornet Financial
Minnesota
$26.1M
WMR
121
Wealth Management Resources
Rhode Island
$26M
GVAG
122
Great Valley Advisor Group
Delaware
$25.9M
NA
123
NewEdge Advisors
Louisiana
$25.7M
PCM
124
Presidio Capital Management
California
$25.4M
ECML
125
Eagle Capital Management (Louisiana)
Louisiana
$25.2M