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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
Barclays
1626
Barclays
United Kingdom
$95.5K
HFS
1627
Hughes Financial Services
Virginia
$94K
AT
1628
Avalon Trust
New Mexico
$93.4K
RTL
1629
Red Tortoise LLC
Georgia
$90.2K
SIC
1630
SJS Investment Consulting
Ohio
$89.1K
CW
1631
Curio Wealth
Maryland
$88.5K
WWA
1632
Wealth Watch Advisors
Colorado
$84.6K
GEA
1633
Glen Eagle Advisors
New Jersey
$83.9K
SGK
1634
Steigerwald Gordon & Koch
Virginia
$82K
FLP
1635
Financial Life Planners
Arizona
$82K
MJRIC
1636
Mogy Joel R Investment Counsel
California
$81.9K
AT
1637
Arlington Trust
Alabama
$81.9K
WCM
1638
Weaver Capital Management
Georgia
$81.2K
SWIM
1639
Smallwood Wealth Investment Management
New Jersey
$73.4K
PPC
1640
Park Place Capital
Alabama
$71.9K
HHGA
1641
Halbert Hargrove Global Advisors
California
$71.1K
CFFP
1642
Center for Financial Planning
Michigan
$70.9K
BC
1643
Barrett & Company
Rhode Island
$70.2K
EWM
1644
Evermay Wealth Management
Virginia
$68.7K
DF
1645
Dunhill Financial
United Kingdom
$66.8K
HWA
1646
Heartwood Wealth Advisors
Virginia
$64.1K
RWM
1647
Rialto Wealth Management
New York
$63.9K
TIM
1648
Thompson Investment Management
Wisconsin
$59.2K
OFG
1649
Oxford Financial Group
Indiana
$58.3K
PW
1650
Pandora Wealth
Illinois
$57.3K