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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
CFS
1676
Compass Financial Services
Iowa
$47K
FFA
1677
Frazier Financial Advisors
Ohio
$45.8K
KSB
1678
Kennebec Savings Bank
Maine
$45.5K
MBFW
1679
Morton Brown Family Wealth
Pennsylvania
$44.6K
GWSA
1680
Global Wealth Strategies & Associates
Colorado
$43.6K
KHC
1681
Koesten Hirschmann & Crabtree
Kansas
$41K
TWD
1682
True Wealth Design
Ohio
$41K
IBOK
1683
Independence Bank of Kentucky
Kentucky
$41K
OA
1684
Operose Advisors
Wisconsin
$40.8K
VWWMG
1685
Vermillion & White Wealth Management Group
Pennsylvania
$40.3K
HDIM
1686
Hanson & Doremus Investment Management
Vermont
$40K
SRCM
1687
Signature Resources Capital Management
California
$38.8K
MIM
1688
MTM Investment Management
South Carolina
$38.8K
OIA
1689
Optimum Investment Advisors
Illinois
$38K
TPBG
1690
Turning Point Benefit Group
Maryland
$36K
IA
1691
IFS Advisors
Kansas
$36K
T
1692
Transce3nd
Texas
$35.9K
RFA
1693
Reyes Financial Architecture
California
$35.5K
KFP
1694
Kerr Financial Planning
California
$35.5K
NFSG
1695
Newbridge Financial Services Group
Florida
$35.5K
AA
1696
Addison Advisors
Vermont
$34.8K
TC
1697
Truvestments Capital
Florida
$34.1K
BI
1698
Binnacle Investments
Iowa
$33.3K
CB
1699
Centennial Bank
Arkansas
$33.1K
MLA
1700
MB, Levis & Associates
Pennsylvania
$30.6K