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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
PPA
1701
Painted Porch Advisors
California
$29.9K
FFO
1702
Fortitude Family Office
Arizona
$28.7K
MG
1703
MilWealth Group
Wisconsin
$27K
RDFA
1704
Ritter Daniher Financial Advisory
Ohio
$26.6K
BFO
1705
Biltmore Family Office
North Carolina
$26.6K
CJ
1706
Caitlin John
Michigan
$26.5K
AIA
1707
Aventus Investment Advisors
Florida
$26.2K
QT
1708
Quantbot Technologies
New York
$22.8K
HWA
1709
Heritage Wealth Advisors
Virginia
$22.7K
TCM
1710
Tradewinds Capital Management
Washington
$22.6K
PFM
1711
Phillips Financial Management
Indiana
$22.2K
CSB
1712
City State Bank
Iowa
$22.1K
MFT
1713
Moisand Fitzgerald Tamayo
Florida
$21.6K
JGIA
1714
Jackson Grant Investment Advisers
Connecticut
$20.8K
CPG
1715
Cornerstone Planning Group
New Jersey
$19.7K
FDW
1716
Fourth Dimension Wealth
Ohio
$18.8K
WBC
1717
West Branch Capital
Massachusetts
$18.1K
SMA
1718
Sage Mountain Advisors
Georgia
$18K
AIP
1719
Ameritas Investment Partners
Nebraska
$17.6K
NECFA
1720
New England Capital Financial Advisors
Connecticut
$17.4K
WAG
1721
Windsor Advisory Group
Ohio
$15.5K
TVWM
1722
Tower View Wealth Management
Wisconsin
$15.1K
PCM
1723
Perritt Capital Management
Illinois
$14.9K
MCM
1724
Manchester Capital Management
Vermont
$13.7K
CCM
1725
Cloud Capital Management
Washington
$13K