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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
ACM
1826
AlphaStar Capital Management
North Carolina
ARC
1827
Advisor Resource Council
Texas
QWM
1828
Quadcap Wealth Management
Texas
DIA
1829
Dana Investment Advisors
Wisconsin
BRWM
1830
Blue Rock Wealth Management
North Carolina
LG
1831
Leuthold Group
Minnesota
MCM
1832
Mainstream Capital Management
California
GT
1833
Greenleaf Trust
Michigan
WA
1834
WESPAC Advisors
California
PFM
1835
Peak Financial Management
Massachusetts
KCM
1836
Kathmere Capital Management
Pennsylvania
BOC
1837
Bull Oak Capital
California
PA
1838
Perennial Advisors
New York
BWFA
1839
Baltimore-Washington Financial Advisors
Maryland
SFS
1840
Solitude Financial Services
Virginia
NCM
1841
Noesis Capital Mangement
Florida
FG
1842
Fiduciary Group
Georgia
TSMHT
1843
Thurston Springer Miller Herd & Titak
Indiana
BIG
1844
Brooklyn Investment Group
New York
MAWAG
1845
Mid-American Wealth Advisory Group
Missouri
CW
1846
Cooksen Wealth
Texas
BA
1847
Bellwether Advisors
Nebraska
RI
1848
Ridgewood Investments
New Jersey
TPWA
1849
Twin Peaks Wealth Advisors
California
SC
1850
Stephens Consulting
Michigan