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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
TIP
1301
Tandem Investment Partners
New Jersey
$402K
AFS
1302
Access Financial Services
Minnesota
$402K
CQWA
1303
Chokshi & Queen Wealth Advisors
California
$399K
GA
1304
GoalVest Advisory
New York
$398K
PWM
1305
Prosperity Wealth Management
California
$397K
PRP
1306
Peak Retirement Planning
Ohio
$397K
SWM
1307
Stockman Wealth Management
Montana
$396K
SIAP
1308
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$395K
HIA
1309
Harbor Investment Advisory
Maryland
$394K
BI
1310
Ballast Inc
Kentucky
$394K
SA
1311
Strategic Advocates
Utah
$393K
AIC
1312
Argus Investors Counsel
New York
$392K
RWP
1313
Ridgeline Wealth Planning
Ohio
$390K
GG
1314
GenWealth Group
New Jersey
$389K
GIM
1315
Glenmede Investment Management
Pennsylvania
$388K
LFA
1316
Legacy Financial Advisors
Kentucky
$386K
TWM
1317
Topsail Wealth Management
North Carolina
$386K
GCM
1318
Generation Capital Management
New York
$386K
SB
1319
Sunflower Bank
Texas
$384K
LBC
1320
Lowe Brockenbrough & Co
Virginia
$384K
BC
1321
Bulwark Capital
Florida
$383K
PCP
1322
Proficio Capital Partners
Massachusetts
$382K
GGI
1323
GPM Growth Investors
Michigan
$382K
CAG
1324
Compass Advisory Group
New York
$382K
RCA
1325
Resonant Capital Advisors
Wisconsin
$381K