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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
PHWM
1801
Pine Harbor Wealth Management
Maryland
MCWA
1802
Meadow Creek Wealth Advisors
Georgia
CLP
1803
Charis Legacy Partners
Texas
WG
1804
Welch Group
Alabama
PBO
1805
Peoples Bank (Ohio)
Ohio
CCM
1806
Charter Capital Management
Wisconsin
RWM
1807
Revisor Wealth Management
Ohio
LMKC
1808
L.M. Kohn & Company
Ohio
ACM
1809
AlphaStar Capital Management
North Carolina
ARC
1810
Advisor Resource Council
Texas
QWM
1811
Quadcap Wealth Management
Texas
DIA
1812
Dana Investment Advisors
Wisconsin
BRWM
1813
Blue Rock Wealth Management
North Carolina
LG
1814
Leuthold Group
Minnesota
MCM
1815
Mainstream Capital Management
California
GT
1816
Greenleaf Trust
Michigan
WA
1817
WESPAC Advisors
California
PFM
1818
Peak Financial Management
Massachusetts
KCM
1819
Kathmere Capital Management
Pennsylvania
BOC
1820
Bull Oak Capital
California
PA
1821
Perennial Advisors
New York
BWFA
1822
Baltimore-Washington Financial Advisors
Maryland
SFS
1823
Solitude Financial Services
Virginia
NCM
1824
Noesis Capital Mangement
Florida
FG
1825
Fiduciary Group
Georgia