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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
MFC
1426
Morris Financial Concepts
South Carolina
$288K
DAM
1427
Delta Asset Management
Tennessee
$287K
UF
1428
Univest Financial
Pennsylvania
$286K
VCM
1429
Vivaldi Capital Management
Illinois
$283K
JHCP
1430
Jackson Hole Capital Partners
Oklahoma
$283K
IPA
1431
Investment Planning Advisors
Georgia
$283K
EFMC
1432
Empire Financial Management Company
New York
$283K
ERIC
1433
Eagle Rock Investment Company
Georgia
$282K
LGWM
1434
Litman Gregory Wealth Management
California
$281K
CFG
1435
Copley Financial Group
California
$281K
WWA
1436
Wisconsin Wealth Advisors
Wisconsin
$281K
MSCM
1437
McElhenny Sheffield Capital Management
Texas
$281K
BA
1438
BCM Advisors
Louisiana
$280K
FWP
1439
Firethorn Wealth Partners
Georgia
$280K
FM
1440
Foster & Motley
Ohio
$280K
WMP
1441
Wealth Management Partners
Arizona
$278K
SFP
1442
Strategic Financial Partners
Oregon
$278K
FA
1443
Financial Advisors
Massachusetts
$278K
CAG
1444
Centerpoint Advisory Group
Kansas
$277K
PIP
1445
Peachtree Investment Partners
Florida
$277K
RWA
1446
River Wealth Advisors
Pennsylvania
$276K
RBCM
1447
Raub Brock Capital Management
California
$276K
SIC
1448
Samalin Investment Counsel
New York
$276K
SL
1449
Summitry LLC
California
$276K
BP
1450
Ballentine Partners
Massachusetts
$275K