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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
M1FG
1276
Mach-1 Financial Group
Arkansas
$435K
IAS
1277
Integrity Advisory Solutions
Texas
$435K
1IA
1278
1620 Investment Advisors
Massachusetts
$434K
FFA
1279
First Foundation Advisors
California
$433K
FVWA
1280
Foster Victor Wealth Advisors
South Carolina
$433K
KWM
1281
Kingsman Wealth Management
Florida
$432K
SWMG
1282
Sanchez Wealth Management Group
Florida
$432K
CGA
1283
Crescent Grove Advisors
Illinois
$432K
DSC
1284
Duncker Streett & Co
Missouri
$431K
SP
1285
Successful Portfolios
Florida
$431K
BWM
1286
Brown Wealth Management
Illinois
$431K
AAG
1287
Armstrong Advisory Group
Massachusetts
$427K
SC
1288
SouthState Corp
Florida
$423K
RP
1289
Rice Partnership
Hawaii
$423K
SLC
1290
Second Line Capital
Louisiana
$422K
PWPS
1291
Pinnacle Wealth Planning Services
Ohio
$421K
SWA
1292
Sax Wealth Advisors
New Jersey
$420K
MAA
1293
Matrix Asset Advisors
New York
$420K
HCM
1294
Howland Capital Management
Massachusetts
$418K
DWM
1295
Drive Wealth Management
Utah
$417K
HWMO
1296
Heritage Wealth Management (Ohio)
Ohio
$417K
LEFP
1297
Leading Edge Financial Planning
Tennessee
$414K
TF
1298
Tenon Financial
New Jersey
$414K
ZRP
1299
Zynergy Retirement Planning
New Jersey
$412K
DWM
1300
DKM Wealth Management
California
$411K