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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
AIP
1801
Almanack Investment Partners
Pennsylvania
SHGA
1802
Sand Hill Global Advisors
California
FEG
1803
Fund Evaluation Group
Ohio
QP
1804
Quartz Partners
New York
LC
1805
LCNB Corp
Ohio
TC
1806
Trilogy Capital
California
Optiver Holding
1807
Optiver Holding
Netherlands
HA
1808
Herold Advisors
New York
SCA
1809
Sage Capital Advisors
South Dakota
PCM
1810
Prospera Capital Management
Arizona
ICCON
1811
Investment Counsel Company of Nevada
Nevada
CWM
1812
Cahaba Wealth Management
Georgia
WTB
1813
Washington Trust Bank
Washington
EMC
1814
Everest Management Corp
California
LSL
1815
Legacy Solutions LLC
Pennsylvania
SC
1816
Sepio Capital
Utah
PHWM
1817
Pine Harbor Wealth Management
Maryland
MCWA
1818
Meadow Creek Wealth Advisors
Georgia
CLP
1819
Charis Legacy Partners
Texas
WG
1820
Welch Group
Alabama
PBO
1821
Peoples Bank (Ohio)
Ohio
CCM
1822
Charter Capital Management
Wisconsin
RWM
1823
Revisor Wealth Management
Ohio
PCM
1824
Payne Capital Management
New York
LMKC
1825
L.M. Kohn & Company
Ohio