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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
CFP
101
Curran Financial Partners
South Carolina
$32.7M
WFS
102
Walker Financial Services
Kentucky
$32.3M
Lido Advisors
103
Lido Advisors
California
$32.3M
TLFA
104
True Link Financial Advisors
California
$32.1M
SCM
105
Steele Capital Management
Iowa
$32.1M
FCAS
106
First Command Advisory Services
Texas
$30.2M
AFP
107
Ausdal Financial Partners
Iowa
$29.5M
CBA
108
Coastal Bridge Advisors
Connecticut
$28.7M
AFG
109
Albion Financial Group
Utah
$28.3M
SFA
110
Souders Financial Advisors
Ohio
$28.3M
VFP
111
Verus Financial Partners
Virginia
$28.2M
ACA
112
Aspire Capital Advisors
Washington
$28.2M
IPW
113
Intergy Private Wealth
Colorado
$27.9M
CTC
114
Central Trust Company
Missouri
$27.8M
WMWM
115
Whitaker-Myers Wealth Managers
Ohio
$27.7M
SWP
116
Stratos Wealth Partners
Ohio
$27.7M
RIA
117
Regal Investment Advisors
Michigan
$27.4M
WAM
118
WFA Asset Management
Wisconsin
$27.1M
EI
119
eCIO Inc
Wisconsin
$26.7M
Goldman Sachs
120
Goldman Sachs
New York
$26.1M
AF
121
Advisornet Financial
Minnesota
$26.1M
WMR
122
Wealth Management Resources
Rhode Island
$26M
GVAG
123
Great Valley Advisor Group
Delaware
$25.9M
NA
124
NewEdge Advisors
Louisiana
$25.7M
PCM
125
Presidio Capital Management
California
$25.4M