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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
CGA
1276
Crescent Grove Advisors
Illinois
$432K
DSC
1277
Duncker Streett & Co
Missouri
$431K
SP
1278
Successful Portfolios
Florida
$431K
BWM
1279
Brown Wealth Management
Illinois
$431K
AAG
1280
Armstrong Advisory Group
Massachusetts
$427K
SC
1281
SouthState Corp
Florida
$423K
RP
1282
Rice Partnership
Hawaii
$423K
SLC
1283
Second Line Capital
Louisiana
$422K
PWPS
1284
Pinnacle Wealth Planning Services
Ohio
$421K
SWA
1285
Sax Wealth Advisors
New Jersey
$420K
MAA
1286
Matrix Asset Advisors
New York
$420K
HCM
1287
Howland Capital Management
Massachusetts
$418K
DWM
1288
Drive Wealth Management
Utah
$417K
HWMO
1289
Heritage Wealth Management (Ohio)
Ohio
$417K
LEFP
1290
Leading Edge Financial Planning
Tennessee
$414K
TF
1291
Tenon Financial
New Jersey
$414K
ZRP
1292
Zynergy Retirement Planning
New Jersey
$412K
DWM
1293
DKM Wealth Management
California
$411K
PHIC
1294
Pine Haven Investment Counsel
Massachusetts
$411K
CFP
1295
Cascade Financial Partners
California
$410K
FFO
1296
Fiduciary Family Office
Florida
$410K
1832 Asset Management
1297
1832 Asset Management
Ontario, Canada
$410K
JWM
1298
Jupiter Wealth Management
Colorado
$410K
AIMC
1299
Alley Investment Management Company
Illinois
$405K
SLA
1300
Silver Lake Advisory
Utah
$405K