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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
CA
1226
Centerpoint Advisors
Massachusetts
$479K
ACM
1227
Andina Capital Management
Utah
$478K
AWM
1228
Angeles Wealth Management
California
$477K
LCM
1229
Leisure Capital Management
California
$477K
HOWA
1230
Heritage Oak Wealth Advisors
Florida
$476K
PAMG
1231
Patton Albertson Miller Group
Tennessee
$476K
CMMS
1232
Comprehensive Money Management Services
Florida
$474K
IAG
1233
Investmark Advisory Group
Connecticut
$474K
AFAS
1234
Acorn Financial Advisory Services
Virginia
$474K
OC
1235
Optima Capital
Oregon
$472K
FA
1236
Faithward Advisors
Pennsylvania
$470K
EW
1237
Element Wealth
Mississippi
$469K
MWA
1238
Meridian Wealth Advisors
Texas
$469K
TDC
1239
Thompson Davis & Co
Virginia
$468K
EWA
1240
Etesian Wealth Advisors
Oregon
$468K
PC
1241
Payne Capital
Oregon
$467K
CP
1242
Capital Planning
Washington
$464K
FFA
1243
Fairfield Financial Advisors
Massachusetts
$462K
CAL
1244
Capital Advisors Ltd
Ohio
$459K
VHAM
1245
Van Hulzen Asset Management
California
$459K
SWA
1246
Sightline Wealth Advisors
Connecticut
$459K
RFC
1247
Regions Financial Corp
Alabama
$458K
FFWM
1248
Future Financial Wealth Management
Ohio
$456K
CCA
1249
Carrera Capital Advisors
Michigan
$455K
1SB
1250
1ST Source Bank
Indiana
$455K