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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
OAJ
1576
Ogorek Anthony Joseph
New York
$212K
BWM
1577
Base Wealth Management
Florida
$212K
RWM
1578
Ritholtz Wealth Management
New York
$212K
RBC
1579
Roble Belko & Company
Pennsylvania
$211K
MWA
1580
Martel Wealth Advisors
Washington
$211K
TFA
1581
Toth Financial Advisory
Virginia
$210K
DOA
1582
D'Orazio & Associates
Virginia
$210K
UIA
1583
Ulland Investment Advisors
Minnesota
$209K
BCG
1584
Bravias Capital Group
New Jersey
$209K
SFG
1585
Synergy Financial Group
California
$208K
RSWA
1586
Robinson Smith Wealth Advisors
Maine
$208K
PHAM
1587
Palisades Hudson Asset Management
Florida
$207K
KWM
1588
Keebeck Wealth Management
Illinois
$206K
ABTD
1589
Arvest Bank Trust Division
Oklahoma
$206K
LCM
1590
Lazari Capital Management
California
$206K
AWM
1591
Aberdeen Wealth Management
Illinois
$206K
TCM
1592
Telos Capital Management
California
$205K
SEEDPG
1593
S.E.E.D. Planning Group
New York
$205K
FCMA
1594
Foresight Capital Management Advisors
Michigan
$205K
AWM
1595
Adams Wealth Management
Utah
$203K
CI
1596
CacheTech Inc
Utah
$203K
CP
1597
Canopy Partners
Ohio
$203K
NG
1598
Norden Group
Utah
$203K
MIA
1599
MeadowBrook Investment Advisors
Michigan
$202K
RWMG
1600
Redwood Wealth Management Group
New Jersey
$202K