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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
TGAM
1426
TBH Global Asset Management
Tennessee
$296K
TWC
1427
TD Waterhouse Canada
Ontario, Canada
$296K
NWM
1428
Northcape Wealth Management
New York
$295K
HA
1429
HFG Advisors
Ohio
$294K
SAM
1430
Seelaus Asset Management
New Jersey
$293K
TWM
1431
Tanglewood Wealth Management
Texas
$291K
FGAM
1432
Financial Gravity Asset Management
Texas
$289K
CIM
1433
Cambria Investment Management
California
$289K
EF
1434
Empowered Funds
Pennsylvania
$289K
MFC
1435
Morris Financial Concepts
South Carolina
$288K
DAM
1436
Delta Asset Management
Tennessee
$287K
SWMG
1437
Stillwater Wealth Management Group
Florida
$287K
UF
1438
Univest Financial
Pennsylvania
$286K
VCM
1439
Vivaldi Capital Management
Illinois
$283K
JHCP
1440
Jackson Hole Capital Partners
Oklahoma
$283K
IPA
1441
Investment Planning Advisors
Georgia
$283K
EFMC
1442
Empire Financial Management Company
New York
$283K
ERIC
1443
Eagle Rock Investment Company
Georgia
$282K
LGWM
1444
Litman Gregory Wealth Management
California
$281K
CFG
1445
Copley Financial Group
California
$281K
WWA
1446
Wisconsin Wealth Advisors
Wisconsin
$281K
MSCM
1447
McElhenny Sheffield Capital Management
Texas
$281K
BA
1448
BCM Advisors
Louisiana
$280K
FWP
1449
Firethorn Wealth Partners
Georgia
$280K
FM
1450
Foster & Motley
Ohio
$280K