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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
PHAM
1576
Palisades Hudson Asset Management
Florida
$207K
KWM
1577
Keebeck Wealth Management
Illinois
$206K
ABTD
1578
Arvest Bank Trust Division
Oklahoma
$206K
LCM
1579
Lazari Capital Management
California
$206K
AWM
1580
Aberdeen Wealth Management
Illinois
$206K
TCM
1581
Telos Capital Management
California
$205K
SEEDPG
1582
S.E.E.D. Planning Group
New York
$205K
FCMA
1583
Foresight Capital Management Advisors
Michigan
$205K
AWM
1584
Adams Wealth Management
Utah
$203K
CI
1585
CacheTech Inc
Utah
$203K
CP
1586
Canopy Partners
Ohio
$203K
NG
1587
Norden Group
Utah
$203K
MIA
1588
MeadowBrook Investment Advisors
Michigan
$202K
RWMG
1589
Redwood Wealth Management Group
New Jersey
$202K
MW
1590
Maia Wealth
Colorado
$201K
EAM
1591
Empirical Asset Management
Massachusetts
$198K
WIM
1592
Westside Investment Management
California
$198K
HWM
1593
HighMark Wealth Management
Minnesota
$197K
Kayne Anderson Rudnick Investment Management
1594
Kayne Anderson Rudnick Investment Management
California
$192K
AWM
1595
Activest Wealth Management
Florida
$190K
HI
1596
Hendershot Investments
Virginia
$184K
TIM
1597
Tortoise Investment Management
New York
$184K
ABWM
1598
Alpine Bank Wealth Management
Colorado
$181K
GI
1599
GAMMA Investing
California
$181K
MCA
1600
Maryland Capital Advisors
Maryland
$173K