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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
TPA
1501
Trivium Point Advisory
Connecticut
$244K
JPWM
1502
Jamison Private Wealth Management
Georgia
$244K
PWM
1503
Provident Wealth Management
Tennessee
$243K
MW
1504
MBL Wealth
North Carolina
$242K
VCM
1505
Virtue Capital Management
Tennessee
$242K
TH
1506
Team Hewins
California
$241K
RGC
1507
Roberts, Glore & Co
Illinois
$241K
EW
1508
Evoke Wealth
California
$241K
TC
1509
TownSquare Capital
Utah
$241K
IP
1510
Ignite Planners
California
$241K
KIM
1511
Kestra Investment Management
Texas
$241K
HWA
1512
HCR Wealth Advisors
California
$239K
BLC
1513
Brown, Lisle/Cummings
Rhode Island
$238K
PGF
1514
Plan Group Financial
Oklahoma
$238K
CWM
1515
ClientFirst Wealth Management
Arkansas
$238K
HWA
1516
HMV Wealth Advisors
Louisiana
$237K
LAM
1517
LOM Asset Management
$236K
LSA
1518
Lansing Street Advisors
Pennsylvania
$236K
TC
1519
Trust Company
Kansas
$236K
AWM
1520
Apex Wealth Management
New Hampshire
$235K
CSPIA
1521
Cary Street Partners Investment Advisory
Virginia
$235K
LRPA
1522
L. Roy Papp & Associates
Arizona
$235K
CA
1523
Claro Advisors
Massachusetts
$234K
HAC
1524
Harbor Advisory Corp
New Hampshire
$233K
SM
1525
Sensible Money
Arizona
$233K