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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
NC
1351
NovaPoint Capital
Georgia
$356K
SIM
1352
Studio Investment Management
Illinois
$355K
DJSG
1353
D.J. St. Germain
Massachusetts
$354K
SNBOSD
1354
Security National Bank of So Dak
Iowa
$353K
SWM
1355
Shakespeare Wealth Management
Wisconsin
$353K
ME
1356
McIlrath & Eck
Washington
$353K
CCP
1357
Carmel Capital Partners
California
$352K
PWMG
1358
Pinnacle Wealth Management Group
Michigan
$351K
GF
1359
GGM Financials
Ohio
$349K
SWA
1360
Serenus Wealth Advisors
California
$349K
PA
1361
Procyon Advisors
Connecticut
$348K
UW
1362
Unique Wealth
Florida
$348K
BWS
1363
Buck Wealth Strategies
Colorado
$347K
PMFA
1364
Plante Moran Financial Advisors
Michigan
$346K
RWB
1365
RMR Wealth Builders
New Jersey
$346K
Vontobel Holding
1366
Vontobel Holding
Switzerland
$345K
EWM
1367
Evolution Wealth Management
Florida
$345K
JC
1368
JB Capital
Connecticut
$345K
ODG
1369
O'Dell Group
Ohio
$344K
WW
1370
Waterfront Wealth
Kansas
$344K
SSW
1371
Stone Summit Wealth
Florida
$343K
FWCM
1372
Ferguson Wellman Capital Management
Oregon
$341K
WTC
1373
WhitTier Trust Company
Nevada
$339K
FBC
1374
Fairfield, Bush & Co
Connecticut
$339K
GTAM
1375
Global Trust Asset Management
Florida
$339K