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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
LFA
1401
LGT Financial Advisors
Texas
$312K
DLCIG
1402
D.L. Carlson Investment Group
New Hampshire
$312K
FA
1403
Fountainhead AM
New Jersey
$312K
MSG
1404
Main Street Group
Virginia
$310K
BSCCG
1405
Blue Sky Capital Consultants Group
California
$310K
OGF
1406
Orin Green Financial
California
$309K
VWM
1407
Vigilare Wealth Management
Arizona
$308K
LWM
1408
Lodestone Wealth Management
Washington
$306K
HWM
1409
Heirloom Wealth Management
Colorado
$305K
TA
1410
TFB Advisors
Kansas
$303K
SNBOSCI
1411
Security National Bank of Sioux City Iowa
Iowa
$302K
AFA
1412
Alpha Financial Advisors
North Carolina
$299K
PAM
1413
Pegasus Asset Management
New York
$299K
CTWM
1414
Cherry Tree Wealth Management
Minnesota
$298K
CSC
1415
Caldwell Sutter Capital
California
$298K
UB
1416
UMB Bank
Missouri
$298K
TGAM
1417
TBH Global Asset Management
Tennessee
$296K
TWC
1418
TD Waterhouse Canada
Ontario, Canada
$296K
NWM
1419
Northcape Wealth Management
New York
$295K
HA
1420
HFG Advisors
Ohio
$294K
SAM
1421
Seelaus Asset Management
New Jersey
$293K
TWM
1422
Tanglewood Wealth Management
Texas
$291K
FGAM
1423
Financial Gravity Asset Management
Texas
$289K
EF
1424
Empowered Funds
Pennsylvania
$289K
CIM
1425
Cambria Investment Management
California
$289K