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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
VEA
1751
Virtus ETF Advisers
New York
$2.29K
FNWA
1752
Financial Network Wealth Advisors
Utah
$2.13K
HB
1753
Horizon Bancorp
Indiana
$2K
MHIP
1754
Mountain Hill Investment Partners
New Jersey
$1.82K
CPBTD
1755
Central Pacific Bank - Trust Division
Hawaii
$1.72K
TFA
1756
Transamerica Financial Advisors
Florida
$1.48K
PAM
1757
Palisade Asset Management
Minnesota
$1.33K
FF
1758
Finley Financial
Nevada
$1.23K
PWMG
1759
Private Wealth Management Group
New Jersey
$1.19K
HWM
1760
Hemington Wealth Management
Virginia
$1K
KFP
1761
Keener Financial Planning
Texas
$1K
SC
1762
Swan Capital
Florida
$983
GFWA
1763
Grey Fox Wealth Advisors
Delaware
$920
NRC
1764
New Republic Capital
North Carolina
$737
IWM
1765
Inlight Wealth Management
Georgia
$137
IRAG
1766
Investment Research & Advisory Group
Georgia
$83
EAM
1767
Eukles Asset Management
Ohio
$55
SWGC
1768
Summit Wealth Group (Colorado)
Colorado
Fayez Sarofim & Co
1769
Fayez Sarofim & Co
Texas
TCM
1770
Towneley Capital Management
California
TL
1771
Tradewinds LLC
North Carolina
LSA
1772
Lion Street Advisors
Texas
CFO
1773
Custos Family Office
Texas
AAP
1774
Arax Advisory Partners
Colorado
CFSG
1775
Clark Financial Services Group
Missouri