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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
MW
1601
Maia Wealth
Colorado
$201K
EAM
1602
Empirical Asset Management
Massachusetts
$198K
WIM
1603
Westside Investment Management
California
$198K
HWM
1604
HighMark Wealth Management
Minnesota
$197K
Kayne Anderson Rudnick Investment Management
1605
Kayne Anderson Rudnick Investment Management
California
$192K
AWM
1606
Activest Wealth Management
Florida
$190K
HI
1607
Hendershot Investments
Virginia
$184K
TIM
1608
Tortoise Investment Management
New York
$184K
ABWM
1609
Alpine Bank Wealth Management
Colorado
$181K
GI
1610
GAMMA Investing
California
$181K
MCA
1611
Maryland Capital Advisors
Maryland
$173K
CWM
1612
Crowley Wealth Management
Delaware
$168K
Franklin Resources
1613
Franklin Resources
California
$164K
GP
1614
Greenline Partners
New York
$163K
DF
1615
DecisionPoint Financial
Arizona
$161K
FDCDDQ
1616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K
GA
1617
Guerra Advisors
Florida
$159K
WFA
1618
West Financial Advisors
Iowa
$154K
UCB
1619
United Community Bank
South Carolina
$152K
CIR
1620
Clear Investment Research
Georgia
$146K
HFS
1621
Hantz Financial Services
Michigan
$134K
WA
1622
Westfuller Advisors
New York
$130K
GWM
1623
GSB Wealth Management
Connecticut
$130K
JWA
1624
JFS Wealth Advisors
Pennsylvania
$123K
RF
1625
Rossby Financial
Florida
$122K