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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
IA
1676
IFS Advisors
Kansas
$36K
T
1677
Transce3nd
Texas
$35.9K
RFA
1678
Reyes Financial Architecture
California
$35.5K
KFPC
1679
KERR FINANCIAL PLANNING Corp
California
$35.5K
NFSG
1680
Newbridge Financial Services Group
Florida
$35.5K
AA
1681
Addison Advisors
Vermont
$34.8K
TC
1682
Truvestments Capital
Florida
$34.1K
BI
1683
Binnacle Investments
Iowa
$33.3K
CB
1684
Centennial Bank
Arkansas
$33.1K
TCM
1685
Triumph Capital Management
Colorado
$33.1K
MLA
1686
MB, Levis & Associates
Pennsylvania
$30.6K
FFO
1687
Fortitude Family Office
Arizona
$28.7K
MG
1688
MilWealth Group
Wisconsin
$27K
RDFA
1689
Ritter Daniher Financial Advisory
Ohio
$26.6K
BFO
1690
Biltmore Family Office
North Carolina
$26.6K
CJ
1691
Caitlin John
Michigan
$26.5K
AIA
1692
Aventus Investment Advisors
Florida
$26.2K
QT
1693
Quantbot Technologies
New York
$22.8K
HWA
1694
Heritage Wealth Advisors
Virginia
$22.7K
TCM
1695
Tradewinds Capital Management
Washington
$22.6K
PFM
1696
Phillips Financial Management
Indiana
$22.2K
CSB
1697
City State Bank
Iowa
$22.1K
MFT
1698
Moisand Fitzgerald Tamayo
Florida
$21.6K
JGIA
1699
Jackson Grant Investment Advisers
Connecticut
$20.8K
CPG
1700
Cornerstone Planning Group
New Jersey
$19.7K