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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
ICP
1226
Impact Capital Partners
Colorado
$480K
CA
1227
Centerpoint Advisors
Massachusetts
$479K
ACM
1228
Andina Capital Management
Utah
$478K
AWM
1229
Angeles Wealth Management
California
$477K
LCM
1230
Leisure Capital Management
California
$477K
HOWA
1231
Heritage Oak Wealth Advisors
Florida
$476K
PAMG
1232
Patton Albertson Miller Group
Tennessee
$476K
CMMS
1233
Comprehensive Money Management Services
Florida
$474K
IAG
1234
Investmark Advisory Group
Connecticut
$474K
AFAS
1235
Acorn Financial Advisory Services
Virginia
$474K
OC
1236
Optima Capital
Oregon
$472K
FA
1237
Faithward Advisors
Pennsylvania
$470K
EW
1238
Element Wealth
Mississippi
$469K
MWA
1239
Meridian Wealth Advisors
Texas
$469K
TDC
1240
Thompson Davis & Co
Virginia
$468K
EWA
1241
Etesian Wealth Advisors
Oregon
$468K
PC
1242
Payne Capital
Oregon
$467K
CP
1243
Capital Planning
Washington
$464K
FFA
1244
Fairfield Financial Advisors
Massachusetts
$462K
CAL
1245
Capital Advisors Ltd
Ohio
$459K
VHAM
1246
Van Hulzen Asset Management
California
$459K
SWA
1247
Sightline Wealth Advisors
Connecticut
$459K
RFC
1248
Regions Financial Corp
Alabama
$458K
FFWM
1249
Future Financial Wealth Management
Ohio
$456K
CCA
1250
Carrera Capital Advisors
Michigan
$455K