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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
BHA
1351
Beech Hill Advisors
New York
$363K
CWM
1352
Castle Wealth Management
Florida
$362K
RWM
1353
RKL Wealth Management
Pennsylvania
$361K
GWANC
1354
Guardian Wealth Advisors (North Carolina)
North Carolina
$360K
WE
1355
Wealth Effects
Massachusetts
$359K
CCFCSB
1356
Cape Cod Five Cents Savings Bank
Massachusetts
$358K
CC
1357
Citrine Capital
California
$357K
TA
1358
Tactive Advisors
Florida
$357K
NC
1359
NovaPoint Capital
Georgia
$356K
SIM
1360
Studio Investment Management
Illinois
$355K
DJSG
1361
D.J. St. Germain
Massachusetts
$354K
SNBOSD
1362
Security National Bank of So Dak
Iowa
$353K
SWM
1363
Shakespeare Wealth Management
Wisconsin
$353K
ME
1364
McIlrath & Eck
Washington
$353K
CCP
1365
Carmel Capital Partners
California
$352K
PWMG
1366
Pinnacle Wealth Management Group
Michigan
$351K
GF
1367
GGM Financials
Ohio
$349K
SWA
1368
Serenus Wealth Advisors
California
$349K
PA
1369
Procyon Advisors
Connecticut
$348K
UW
1370
Unique Wealth
Florida
$348K
BWS
1371
Buck Wealth Strategies
Colorado
$347K
PMFA
1372
Plante Moran Financial Advisors
Michigan
$346K
RWB
1373
RMR Wealth Builders
New Jersey
$346K
Vontobel Holding
1374
Vontobel Holding
Switzerland
$345K
EWM
1375
Evolution Wealth Management
Florida
$345K