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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
DSC
1276
Duncker Streett & Co
Missouri
$431K
SP
1277
Successful Portfolios
Florida
$431K
BWM
1278
Brown Wealth Management
Illinois
$431K
AAG
1279
Armstrong Advisory Group
Massachusetts
$427K
SC
1280
SouthState Corp
Florida
$423K
RP
1281
Rice Partnership
Hawaii
$423K
SLC
1282
Second Line Capital
Louisiana
$422K
PWPS
1283
Pinnacle Wealth Planning Services
Ohio
$421K
SWA
1284
Sax Wealth Advisors
New Jersey
$420K
MAA
1285
Matrix Asset Advisors
New York
$420K
HCM
1286
Howland Capital Management
Massachusetts
$418K
DWM
1287
Drive Wealth Management
Utah
$417K
HWMO
1288
Heritage Wealth Management (Ohio)
Ohio
$417K
LEFP
1289
Leading Edge Financial Planning
Tennessee
$414K
TF
1290
Tenon Financial
New Jersey
$414K
ZRP
1291
Zynergy Retirement Planning
New Jersey
$412K
DWM
1292
DKM Wealth Management
California
$411K
PHIC
1293
Pine Haven Investment Counsel
Massachusetts
$411K
CFP
1294
Cascade Financial Partners
California
$410K
FFO
1295
Fiduciary Family Office
Florida
$410K
JWM
1296
Jupiter Wealth Management
Colorado
$410K
1832 Asset Management
1297
1832 Asset Management
Ontario, Canada
$410K
AIMC
1298
Alley Investment Management Company
Illinois
$405K
SLA
1299
Silver Lake Advisory
Utah
$405K
FA
1300
FSA Advisors
Michigan
$403K