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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
HWM
1776
Hemington Wealth Management
Virginia
$1K
KFP
1777
Keener Financial Planning
Texas
$1K
SC
1778
Swan Capital
Florida
$983
GFWA
1779
Grey Fox Wealth Advisors
Delaware
$920
NRC
1780
New Republic Capital
North Carolina
$737
IWM
1781
Inlight Wealth Management
Georgia
$137
IRAG
1782
Investment Research & Advisory Group
Georgia
$83
EAM
1783
Eukles Asset Management
Ohio
$55
SWGC
1784
Summit Wealth Group (Colorado)
Colorado
Fayez Sarofim & Co
1785
Fayez Sarofim & Co
Texas
TCM
1786
Towneley Capital Management
California
TL
1787
Tradewinds LLC
North Carolina
LSA
1788
Lion Street Advisors
Texas
CFO
1789
Custos Family Office
Texas
AAP
1790
Arax Advisory Partners
Colorado
CFSG
1791
Clark Financial Services Group
Missouri
WW
1792
Winnow Wealth
Texas
BCI
1793
Blue Capital Inc
Nebraska
SSA
1794
Schonfeld Strategic Advisors
New York
HF
1795
HRT Financial
New York
MPCL
1796
My Personal CFO LLC
Washington
FSA
1797
Financial Sense Advisors
California
VIA
1798
Victrix Investment Advisors
Florida
JBW
1799
Journey Beyond Wealth
Georgia
QCM
1800
QRG Capital Management
Illinois