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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
GCM
1326
Generation Capital Management
New York
$386K
SB
1327
Sunflower Bank
Texas
$384K
LBC
1328
Lowe Brockenbrough & Co
Virginia
$384K
BC
1329
Bulwark Capital
Florida
$383K
PCP
1330
Proficio Capital Partners
Massachusetts
$382K
GGI
1331
GPM Growth Investors
Michigan
$382K
CAG
1332
Compass Advisory Group
New York
$382K
RCA
1333
Resonant Capital Advisors
Wisconsin
$381K
NP
1334
NorthRock Partners
Minnesota
$380K
AIM
1335
Acropolis Investment Management
Missouri
$380K
OWM
1336
OneAscent Wealth Management
Alabama
$378K
WRPWM
1337
Werba Rubin Papier Wealth Management
California
$378K
AFA
1338
AA Financial Advisors
Ohio
$377K
FHC
1339
First Horizon Corporation
Tennessee
$377K
FCBT
1340
First Citizens Bank & Trust
North Carolina
$376K
AC
1341
Apella Capital
Connecticut
$375K
KIM
1342
Kane Investment Management
California
$375K
FAN
1343
Financial Advisors Network
California
$374K
CIAS
1344
CFS Investment Advisory Services
New Jersey
$373K
ONSWM
1345
Old North State Wealth Management
North Carolina
$372K
AWS
1346
Aspen Wealth Strategies
Colorado
$372K
AW
1347
Apricus Wealth
South Carolina
$370K
UFA
1348
Uptown Financial Advisors
Texas
$364K
HP
1349
Holistic Planning
Texas
$364K
4WM
1350
49 Wealth Management
Texas
$364K