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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
FFG
1551
Fiduciary Financial Group
California
$217K
AFG
1552
Arkansas Financial Group
Arkansas
$217K
SOWAS
1553
Silver Oak Wealth Advisors Services
California
$217K
MCA
1554
Midwest Capital Advisors
Michigan
$217K
FA
1555
FF Advisors
California
$217K
WT
1556
Whittier Trust
California
$216K
SCM
1557
Saxony Capital Management
Missouri
$216K
NC
1558
North Capital
Utah
$216K
OWA
1559
Outlook Wealth Advisors
Texas
$215K
HPC
1560
HM Payson & Co
Maine
$215K
BB
1561
Busey Bank
Illinois
$214K
WC
1562
Waterloo Capital
Texas
$214K
WWM
1563
Wagner Wealth Management
South Carolina
$213K
MEG
1564
Millstone Evans Group
Colorado
$212K
OAJ
1565
Ogorek Anthony Joseph
New York
$212K
BWM
1566
Base Wealth Management
Florida
$212K
RWM
1567
Ritholtz Wealth Management
New York
$212K
RBC
1568
Roble Belko & Company
Pennsylvania
$211K
MWA
1569
Martel Wealth Advisors
Washington
$211K
TFA
1570
Toth Financial Advisory
Virginia
$210K
DOA
1571
D'Orazio & Associates
Virginia
$210K
UIA
1572
Ulland Investment Advisors
Minnesota
$209K
BCG
1573
Bravias Capital Group
New Jersey
$209K
SFG
1574
Synergy Financial Group
California
$208K
RSWA
1575
Robinson Smith Wealth Advisors
Maine
$208K