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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
CWA
1476
Cascade Wealth Advisors
Washington
$259K
BRG
1477
Bay Rivers Group
Virginia
$258K
QWP
1478
Quotient Wealth Partners
Texas
$258K
PA
1479
Promethium Advisors
Maryland
$258K
NA
1480
Nautilus Advisors
California
$256K
TLP
1481
Trinity Legacy Partners
Texas
$256K
TCMP
1482
Thrive Capital Management (Pennsylvania)
Pennsylvania
$255K
JTWM
1483
Jackson Thornton Wealth Management
Alabama
$255K
PSP
1484
Pacific Sage Partners
Washington
$254K
HAM
1485
Harmony Asset Management
Arizona
$252K
CRWM
1486
Castle Rock Wealth Management
California
$252K
AW
1487
Alteri Wealth
California
$250K
TCOV
1488
Trust Company of Vermont
Vermont
$249K
LFA
1489
Laraway Financial Advisors
Minnesota
$249K
TWA
1490
TCI Wealth Advisors
Arizona
$249K
WA
1491
Wealth Architects
California
$248K
WAS
1492
WESPAC Advisors SoCal
California
$248K
IWB
1493
Innovative Wealth Building
Maryland
$248K
PW
1494
PUREfi Wealth
Massachusetts
$246K
WDL
1495
Well Done LLC
Michigan
$246K
ACM
1496
Avos Capital Management
Washington
$246K
KFGK
1497
Keystone Financial Group (Kentucky)
Kentucky
$245K
AWM
1498
Abound Wealth Management
Tennessee
$245K
FFA
1499
Fi3 Financial Advisors
Indiana
$245K
LTL
1500
Lowery Thomas LLC
California
$245K