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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
BCP
1401
Blue Chip Partners
Michigan
$322K
SPWM
1402
Straight Path Wealth Management
Michigan
$321K
PWM
1403
PTM Wealth Management
United States
$319K
LFP
1404
Leeward Financial Partners
Washington
$318K
SWM
1405
SK Wealth Management
Rhode Island
$318K
FFG
1406
Frisch Financial Group
New York
$318K
LSPW
1407
Lake Street Private Wealth
Illinois
$317K
ONB
1408
Old National Bancorp
Indiana
$316K
BTI
1409
Blue Trust Inc
Georgia
$314K
LFA
1410
LGT Financial Advisors
Texas
$312K
DLCIG
1411
D.L. Carlson Investment Group
New Hampshire
$312K
FA
1412
Fountainhead AM
New Jersey
$312K
MSG
1413
Main Street Group
Virginia
$310K
BSCCG
1414
Blue Sky Capital Consultants Group
California
$310K
OGF
1415
Orin Green Financial
California
$309K
VWM
1416
Vigilare Wealth Management
Arizona
$308K
LWM
1417
Lodestone Wealth Management
Washington
$306K
HWM
1418
Heirloom Wealth Management
Colorado
$305K
TA
1419
TFB Advisors
Kansas
$303K
SNBOSCI
1420
Security National Bank of Sioux City Iowa
Iowa
$302K
AFA
1421
Alpha Financial Advisors
North Carolina
$299K
PAM
1422
Pegasus Asset Management
New York
$299K
CTWM
1423
Cherry Tree Wealth Management
Minnesota
$298K
CSC
1424
Caldwell Sutter Capital
California
$298K
UB
1425
UMB Bank
Missouri
$298K