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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
TFGT
1226
TS Financial Group (TSFG)
Illinois
$485K
ZIM
1227
Zacks Investment Management
Illinois
$484K
KWS
1228
Keystone Wealth Services
California
$484K
VWM
1229
Valley Wealth Managers
New Jersey
$483K
NWMG
1230
National Wealth Management Group
Ohio
$483K
ATPW
1231
Ashton Thomas Private Wealth
Arizona
$482K
FAI
1232
Fiduciary Advisors Inc
Missouri
$481K
ICP
1233
Impact Capital Partners
Colorado
$480K
CA
1234
Centerpoint Advisors
Massachusetts
$479K
ACM
1235
Andina Capital Management
Utah
$478K
AWM
1236
Angeles Wealth Management
California
$477K
LCM
1237
Leisure Capital Management
California
$477K
HOWA
1238
Heritage Oak Wealth Advisors
Florida
$476K
PAMG
1239
Patton Albertson Miller Group
Tennessee
$476K
CMMS
1240
Comprehensive Money Management Services
Florida
$474K
IAG
1241
Investmark Advisory Group
Connecticut
$474K
AFAS
1242
Acorn Financial Advisory Services
Virginia
$474K
OC
1243
Optima Capital
Oregon
$472K
FA
1244
Faithward Advisors
Pennsylvania
$470K
EW
1245
Element Wealth
Mississippi
$469K
MWA
1246
Meridian Wealth Advisors
Texas
$469K
TDC
1247
Thompson Davis & Co
Virginia
$468K
EWA
1248
Etesian Wealth Advisors
Oregon
$468K
PC
1249
Payne Capital
Oregon
$467K
CP
1250
Capital Planning
Washington
$464K