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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
CWM
1526
ClientFirst Wealth Management
Arkansas
$238K
HWA
1527
HMV Wealth Advisors
Louisiana
$237K
LAM
1528
LOM Asset Management
$236K
LSA
1529
Lansing Street Advisors
Pennsylvania
$236K
TC
1530
Trust Company
Kansas
$236K
AWM
1531
Apex Wealth Management
New Hampshire
$235K
CSPIA
1532
Cary Street Partners Investment Advisory
Virginia
$235K
LRPA
1533
L. Roy Papp & Associates
Arizona
$235K
CA
1534
Claro Advisors
Massachusetts
$234K
HAC
1535
Harbor Advisory Corp
New Hampshire
$233K
SM
1536
Sensible Money
Arizona
$233K
CMP
1537
Coston McIsaac & Partners
Maine
$233K
LW
1538
Libra Wealth
California
$233K
BFG
1539
Birch Financial Group
New Hampshire
$233K
TWM
1540
TCFG Wealth Management
California
$231K
CBT
1541
Crews Bank & Trust
Florida
$231K
HG
1542
Harbor Group
New Hampshire
$230K
WAAG
1543
Wealth Alliance Advisory Group
Kansas
$228K
SA
1544
Sonoma Allocations
California
$228K
MF
1545
Manchester Financial
California
$228K
TSWM
1546
Triangle Securities Wealth Management
North Carolina
$227K
SPWG
1547
Syntegra Private Wealth Group
Missouri
$227K
SGI
1548
Summit Global Investments
Utah
$227K
HIMC
1549
Heritage Investors Management Corp
Maryland
$227K
HGA
1550
Hobbs Group Advisors
South Carolina
$226K