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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
W
1551
WealthCollab
Washington
$222K
AIC
1552
Archer Investment Corporation
Indiana
$222K
YP
1553
YANKCOM Partnership
South Dakota
$222K
LAM
1554
Lewis Asset Management
California
$221K
BWP
1555
BSW Wealth Partners
Colorado
$220K
CI
1556
CX Institutional
Indiana
$220K
GBWM
1557
Granite Bay Wealth Management
New Hampshire
$219K
NHFG
1558
New Harbor Financial Group
Massachusetts
$219K
AIA
1559
AssuredPartners Investment Advisors
Florida
$218K
QPWM
1560
Quadrant Private Wealth Management
Pennsylvania
$218K
WPA
1561
West Paces Advisors
Georgia
$218K
FFG
1562
Fiduciary Financial Group
California
$217K
AFG
1563
Arkansas Financial Group
Arkansas
$217K
SOWAS
1564
Silver Oak Wealth Advisors Services
California
$217K
MCA
1565
Midwest Capital Advisors
Michigan
$217K
FA
1566
FF Advisors
California
$217K
WT
1567
Whittier Trust
California
$216K
SCM
1568
Saxony Capital Management
Missouri
$216K
NC
1569
North Capital
Utah
$216K
OWA
1570
Outlook Wealth Advisors
Texas
$215K
HPC
1571
HM Payson & Co
Maine
$215K
BB
1572
Busey Bank
Illinois
$214K
WC
1573
Waterloo Capital
Texas
$214K
WWM
1574
Wagner Wealth Management
South Carolina
$213K
MEG
1575
Millstone Evans Group
Colorado
$212K