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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
PHIC
1301
Pine Haven Investment Counsel
Massachusetts
$411K
CFP
1302
Cascade Financial Partners
California
$410K
FFO
1303
Fiduciary Family Office
Florida
$410K
JWM
1304
Jupiter Wealth Management
Colorado
$410K
1832 Asset Management
1305
1832 Asset Management
Ontario, Canada
$410K
AIMC
1306
Alley Investment Management Company
Illinois
$405K
SLA
1307
Silver Lake Advisory
Utah
$405K
FA
1308
FSA Advisors
Michigan
$403K
TIP
1309
Tandem Investment Partners
New Jersey
$402K
AFS
1310
Access Financial Services
Minnesota
$402K
CQWA
1311
Chokshi & Queen Wealth Advisors
California
$399K
GA
1312
GoalVest Advisory
New York
$398K
PWM
1313
Prosperity Wealth Management
California
$397K
PRP
1314
Peak Retirement Planning
Ohio
$397K
SWM
1315
Stockman Wealth Management
Montana
$396K
SIAP
1316
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$395K
HIA
1317
Harbor Investment Advisory
Maryland
$394K
BI
1318
Ballast Inc
Kentucky
$394K
SA
1319
Strategic Advocates
Utah
$393K
AIC
1320
Argus Investors Counsel
New York
$392K
RWP
1321
Ridgeline Wealth Planning
Ohio
$390K
GG
1322
GenWealth Group
New Jersey
$389K
GIM
1323
Glenmede Investment Management
Pennsylvania
$388K
LFA
1324
Legacy Financial Advisors
Kentucky
$386K
TWM
1325
Topsail Wealth Management
North Carolina
$386K