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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
NP
1326
NorthRock Partners
Minnesota
$380K
AIM
1327
Acropolis Investment Management
Missouri
$380K
OWM
1328
OneAscent Wealth Management
Alabama
$378K
WRPWM
1329
Werba Rubin Papier Wealth Management
California
$378K
AFA
1330
AA Financial Advisors
Ohio
$377K
FHC
1331
First Horizon Corporation
Tennessee
$377K
FCBT
1332
First Citizens Bank & Trust
North Carolina
$376K
AC
1333
Apella Capital
Connecticut
$375K
KIM
1334
Kane Investment Management
California
$375K
FAN
1335
Financial Advisors Network
California
$374K
CIAS
1336
CFS Investment Advisory Services
New Jersey
$373K
ONSWM
1337
Old North State Wealth Management
North Carolina
$372K
AWS
1338
Aspen Wealth Strategies
Colorado
$372K
AW
1339
Apricus Wealth
South Carolina
$370K
UFA
1340
Uptown Financial Advisors
Texas
$364K
HP
1341
Holistic Planning
Texas
$364K
4WM
1342
49 Wealth Management
Texas
$364K
BHA
1343
Beech Hill Advisors
New York
$363K
CWM
1344
Castle Wealth Management
Florida
$362K
RWM
1345
RKL Wealth Management
Pennsylvania
$361K
GWANC
1346
Guardian Wealth Advisors (North Carolina)
North Carolina
$360K
WE
1347
Wealth Effects
Massachusetts
$359K
CCFCSB
1348
Cape Cod Five Cents Savings Bank
Massachusetts
$358K
CC
1349
Citrine Capital
California
$357K
TA
1350
Tactive Advisors
Florida
$357K