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Schwab US Dividend Equity ETF

1,766 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, 726 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
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
BTI
1401
Blue Trust Inc
Georgia
$314K
LFA
1402
LGT Financial Advisors
Texas
$312K
DLCIG
1403
D.L. Carlson Investment Group
New Hampshire
$312K
FA
1404
Fountainhead AM
New Jersey
$312K
MSG
1405
Main Street Group
Virginia
$310K
BSCCG
1406
Blue Sky Capital Consultants Group
California
$310K
OGF
1407
Orin Green Financial
California
$309K
VWM
1408
Vigilare Wealth Management
Arizona
$308K
LWM
1409
Lodestone Wealth Management
Washington
$306K
HWM
1410
Heirloom Wealth Management
Colorado
$305K
TA
1411
TFB Advisors
Kansas
$303K
SNBOSCI
1412
Security National Bank of Sioux City Iowa
Iowa
$302K
AFA
1413
Alpha Financial Advisors
North Carolina
$299K
PAM
1414
Pegasus Asset Management
New York
$299K
CTWM
1415
Cherry Tree Wealth Management
Minnesota
$298K
CSC
1416
Caldwell Sutter Capital
California
$298K
UB
1417
UMB Bank
Missouri
$298K
TGAM
1418
TBH Global Asset Management
Tennessee
$296K
TWC
1419
TD Waterhouse Canada
Ontario, Canada
$296K
NWM
1420
Northcape Wealth Management
New York
$295K
HA
1421
HFG Advisors
Ohio
$294K
SAM
1422
Seelaus Asset Management
New Jersey
$293K
TWM
1423
Tanglewood Wealth Management
Texas
$291K
FGAM
1424
Financial Gravity Asset Management
Texas
$289K
EF
1425
Empowered Funds
Pennsylvania
$289K