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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
CWM
1601
Crowley Wealth Management
Delaware
$168K
Franklin Resources
1602
Franklin Resources
California
$164K
GP
1603
Greenline Partners
New York
$163K
DF
1604
DecisionPoint Financial
Arizona
$161K
FDCDDQ
1605
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K
GA
1606
Guerra Advisors
Florida
$159K
WFA
1607
West Financial Advisors
Iowa
$154K
UCB
1608
United Community Bank
South Carolina
$152K
CIR
1609
Clear Investment Research
Georgia
$146K
HFS
1610
Hantz Financial Services
Michigan
$134K
WA
1611
Westfuller Advisors
New York
$130K
GWM
1612
GSB Wealth Management
Connecticut
$130K
JWA
1613
JFS Wealth Advisors
Pennsylvania
$123K
RF
1614
Rossby Financial
Florida
$122K
CVM
1615
Cheviot Value Management
California
$120K
FPF
1616
First Pacific Financial
Washington
$116K
CWM
1617
Copia Wealth Management
Oregon
$110K
WSFS
1618
Wilmington Savings Fund Society
Delaware
$109K
MFC
1619
Mechanics Financial Corp
Ohio
$105K
PWMG
1620
Prestige Wealth Management Group
New Jersey
$105K
ITIM
1621
Indiana Trust & Investment Management
Indiana
$104K
NEWAS
1622
N.E.W. Advisory Services
Wisconsin
$104K
NWM
1623
Navigoe Wealth Management
California
$100K
PCM
1624
Palouse Capital Management
Washington
$98.7K
BA
1625
Ballast Advisors
Minnesota
$97.2K