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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
KWM
1751
Kiker Wealth Management
Georgia
$4.5K
AFWM
1752
Abich Financial Wealth Management
Virginia
$4.34K
RWA
1753
Redmont Wealth Advisors
Illinois
$4.26K
KA
1754
Kozak & Associates
Colorado
$4.21K
VFM
1755
Vision Financial Markets
Connecticut
$4.09K
AW
1756
Avion Wealth
Texas
$4K
ETC
1757
Exchange Traded Concepts
Oklahoma
$3.99K
WPA
1758
Wealth Preservation Advisors
Tennessee
$3.85K
LWMI
1759
Legacy Wealth Management (Idaho)
Idaho
$3.74K
SN
1760
Sittner & Nelson
Oregon
$3.44K
WAS
1761
Winch Advisory Services
Wisconsin
$3.38K
PFA
1762
Pathway Financial Advisers
Indiana
$3.37K
PWM
1763
Proathlete Wealth Management
Florida
$3.3K
GPI
1764
General Partner Inc
Pennsylvania
$3.28K
CCM
1765
Chilton Capital Management
Texas
$2.73K
BNP Paribas Financial Markets
1766
BNP Paribas Financial Markets
France
$2.62K
VEA
1767
Virtus ETF Advisers
New York
$2.29K
FNWA
1768
Financial Network Wealth Advisors
Utah
$2.13K
HB
1769
Horizon Bancorp
Indiana
$2K
MHIP
1770
Mountain Hill Investment Partners
New Jersey
$1.82K
CPBTD
1771
Central Pacific Bank - Trust Division
Hawaii
$1.72K
TFA
1772
Transamerica Financial Advisors
Florida
$1.48K
PAM
1773
Palisade Asset Management
Minnesota
$1.33K
FF
1774
Finley Financial
Nevada
$1.23K
PWMG
1775
Private Wealth Management Group
New Jersey
$1.19K