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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
WCM
1651
Weaver Capital Management
Georgia
$81.2K
APW
1652
Aventura Private Wealth
Florida
$74.1K
SWIM
1653
Smallwood Wealth Investment Management
New Jersey
$73.4K
PPC
1654
Park Place Capital
Alabama
$71.9K
HHGA
1655
Halbert Hargrove Global Advisors
California
$71.1K
CFFP
1656
Center for Financial Planning
Michigan
$70.9K
BC
1657
Barrett & Company
Rhode Island
$70.2K
EWM
1658
Evermay Wealth Management
Virginia
$68.7K
DF
1659
Dunhill Financial
United Kingdom
$66.8K
HWA
1660
Heartwood Wealth Advisors
Virginia
$64.1K
RWM
1661
Rialto Wealth Management
New York
$63.9K
TIM
1662
Thompson Investment Management
Wisconsin
$59.2K
OFG
1663
Oxford Financial Group
Indiana
$58.3K
PW
1664
Pandora Wealth
Illinois
$57.3K
FCT
1665
First Community Trust
Iowa
$57.2K
HCM
1666
Hollencrest Capital Management
California
$57.1K
FLFS
1667
Family Legacy Financial Solutions
North Carolina
$54.6K
RF
1668
Roxbury Financial
New Jersey
$54.1K
C
1669
Covestor
United Kingdom
$52K
VDBMI
1670
Van Den Berg Management I
Texas
$51.8K
HWP
1671
Highline Wealth Partners
California
$50.5K
CAIM
1672
Catherine Avery Investment Management
Florida
$49.3K
CB
1673
CNB Bank
Pennsylvania
$49.2K
FCMT
1674
Founders Capital Management (Texas)
Texas
$49.1K
DEM
1675
Disciplined Equity Management
Florida
$48.5K