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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
FA
1301
FSA Advisors
Michigan
$403K
TIP
1302
Tandem Investment Partners
New Jersey
$402K
AFS
1303
Access Financial Services
Minnesota
$402K
CQWA
1304
Chokshi & Queen Wealth Advisors
California
$399K
GA
1305
GoalVest Advisory
New York
$398K
PWM
1306
Prosperity Wealth Management
California
$397K
PRP
1307
Peak Retirement Planning
Ohio
$397K
SWM
1308
Stockman Wealth Management
Montana
$396K
SIAP
1309
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$395K
HIA
1310
Harbor Investment Advisory
Maryland
$394K
BI
1311
Ballast Inc
Kentucky
$394K
SA
1312
Strategic Advocates
Utah
$393K
AIC
1313
Argus Investors Counsel
New York
$392K
RWP
1314
Ridgeline Wealth Planning
Ohio
$390K
GG
1315
GenWealth Group
New Jersey
$389K
GIM
1316
Glenmede Investment Management
Pennsylvania
$388K
LFA
1317
Legacy Financial Advisors
Kentucky
$386K
TWM
1318
Topsail Wealth Management
North Carolina
$386K
GCM
1319
Generation Capital Management
New York
$386K
SB
1320
Sunflower Bank
Texas
$384K
LBC
1321
Lowe Brockenbrough & Co
Virginia
$384K
BC
1322
Bulwark Capital
Florida
$383K
PCP
1323
Proficio Capital Partners
Massachusetts
$382K
GGI
1324
GPM Growth Investors
Michigan
$382K
CAG
1325
Compass Advisory Group
New York
$382K