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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
CMP
1526
Coston McIsaac & Partners
Maine
$233K
LW
1527
Libra Wealth
California
$233K
BFG
1528
Birch Financial Group
New Hampshire
$233K
TWM
1529
TCFG Wealth Management
California
$231K
CBT
1530
Crews Bank & Trust
Florida
$231K
HG
1531
Harbor Group
New Hampshire
$230K
WAAG
1532
Wealth Alliance Advisory Group
Kansas
$228K
SA
1533
Sonoma Allocations
California
$228K
MF
1534
Manchester Financial
California
$228K
TSWM
1535
Triangle Securities Wealth Management
North Carolina
$227K
SPWG
1536
Syntegra Private Wealth Group
Missouri
$227K
SGI
1537
Summit Global Investments
Utah
$227K
HIMC
1538
Heritage Investors Management Corp
Maryland
$227K
HGA
1539
Hobbs Group Advisors
South Carolina
$226K
W
1540
WealthCollab
Washington
$222K
AIC
1541
Archer Investment Corporation
Indiana
$222K
YP
1542
YANKCOM Partnership
South Dakota
$222K
LAM
1543
Lewis Asset Management
California
$221K
BWP
1544
BSW Wealth Partners
Colorado
$220K
CI
1545
CX Institutional
Indiana
$220K
GBWM
1546
Granite Bay Wealth Management
New Hampshire
$219K
NHFG
1547
New Harbor Financial Group
Massachusetts
$219K
AIA
1548
AssuredPartners Investment Advisors
Florida
$218K
QPWM
1549
Quadrant Private Wealth Management
Pennsylvania
$218K
WPA
1550
West Paces Advisors
Georgia
$218K