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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
MWA
1251
Midland Wealth Advisors
Illinois
$454K
WA
1252
Wealthstar Advisors
Texas
$453K
CWA
1253
Cura Wealth Advisors
Illinois
$453K
IF
1254
Integrity Financial
Wyoming
$452K
OWA
1255
Octavia Wealth Advisors
Ohio
$451K
NFC
1256
Northstar Financial Companies
Pennsylvania
$450K
CI
1257
CPR Investments
Michigan
$450K
PCS
1258
Private Client Services
Kentucky
$449K
PWM
1259
Partners Wealth Management
California
$448K
RMDI
1260
R.M. Davis Inc
Maine
$446K
ESB
1261
Essex Savings Bank
Connecticut
$446K
SFG
1262
Sovereign Financial Group
Connecticut
$442K
FNBT
1263
FineMark National Bank & Trust
Florida
$442K
DWG
1264
Darden Wealth Group
Michigan
$441K
WHG
1265
Westwood Holdings Group
Texas
$441K
DS
1266
DRW Securities
Illinois
$440K
DWM
1267
Destination Wealth Management
California
$435K
M1FG
1268
Mach-1 Financial Group
Arkansas
$435K
IAS
1269
Integrity Advisory Solutions
Texas
$435K
1IA
1270
1620 Investment Advisors
Massachusetts
$434K
FFA
1271
First Foundation Advisors
California
$433K
FVWA
1272
Foster Victor Wealth Advisors
South Carolina
$433K
KWM
1273
Kingsman Wealth Management
Florida
$432K
SWMG
1274
Sanchez Wealth Management Group
Florida
$432K
CGA
1275
Crescent Grove Advisors
Illinois
$432K