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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
FSWA
1451
Financial Synergies Wealth Advisors
Texas
$275K
WWM
1452
Wolff Wiese Magana
California
$274K
CG
1453
Clifford Group
Massachusetts
$273K
GWS
1454
Glassman Wealth Services
Virginia
$273K
VC
1455
Vicus Capital
Pennsylvania
$273K
WA
1456
Waterford Advisors
New York
$273K
WDC
1457
Woodward Diversified Capital
California
$272K
HT
1458
Heritage Trust
Oklahoma
$271K
FC
1459
Fjell Capital
North Dakota
$270K
AAS
1460
Annex Advisory Services
Wisconsin
$269K
MIM
1461
Marco Investment Management
Georgia
$269K
FWM
1462
Finer Wealth Management
Massachusetts
$269K
PCFFS
1463
Pacific Center for Financial Services
California
$268K
RWRC
1464
R.W. Roge & Company
New York
$268K
CP
1465
Clarendon Private
Massachusetts
$268K
MAG
1466
Members Advisory Group
New York
$264K
FFC
1467
Frederick Financial Consultants
Maryland
$264K
JBA
1468
Johnson Bixby & Associates
Washington
$263K
DIM
1469
Delta Investment Management
California
$263K
KA
1470
Klingman & Associates
New York
$262K
SMG
1471
Smart Money Group
Texas
$262K
SA
1472
Strategic Advisors
New York
$261K
HFS
1473
Heritage Financial Services
Massachusetts
$260K
ECM
1474
EagleClaw Capital Management
Massachusetts
$259K
OC
1475
Oakworth Capital
Alabama
$259K