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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
FFA
1251
Fairfield Financial Advisors
Massachusetts
$462K
CAL
1252
Capital Advisors Ltd
Ohio
$459K
VHAM
1253
Van Hulzen Asset Management
California
$459K
SWA
1254
Sightline Wealth Advisors
Connecticut
$459K
RFC
1255
Regions Financial Corp
Alabama
$458K
FFWM
1256
Future Financial Wealth Management
Ohio
$456K
CCA
1257
Carrera Capital Advisors
Michigan
$455K
1SB
1258
1ST Source Bank
Indiana
$455K
MWA
1259
Midland Wealth Advisors
Illinois
$454K
WA
1260
Wealthstar Advisors
Texas
$453K
CWA
1261
Cura Wealth Advisors
Illinois
$453K
IF
1262
Integrity Financial
Wyoming
$452K
OWA
1263
Octavia Wealth Advisors
Ohio
$451K
NFC
1264
Northstar Financial Companies
Pennsylvania
$450K
CI
1265
CPR Investments
Michigan
$450K
PCS
1266
Private Client Services
Kentucky
$449K
PWM
1267
Partners Wealth Management
California
$448K
RMDI
1268
R.M. Davis Inc
Maine
$446K
ESB
1269
Essex Savings Bank
Connecticut
$446K
SFG
1270
Sovereign Financial Group
Connecticut
$442K
FNBT
1271
FineMark National Bank & Trust
Florida
$442K
DWG
1272
Darden Wealth Group
Michigan
$441K
WHG
1273
Westwood Holdings Group
Texas
$441K
DS
1274
DRW Securities
Illinois
$440K
DWM
1275
Destination Wealth Management
California
$435K