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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
WCM
226
Winthrop Capital Management
Indiana
$13.2M
SCP
227
Shorepoint Capital Partners
Massachusetts
$13.2M
SF
228
Summit Financial
New Jersey
$13.2M
Jane Street
229
Jane Street
New York
$13.1M
TFA
230
Trinity Financial Advisors
Ohio
$13M
Fidelity Investments
231
Fidelity Investments
Massachusetts
$13M
LFS
232
Legacy Financial Strategies
Kansas
$12.9M
MFA
233
Mayflower Financial Advisors
Massachusetts
$12.9M
GRP
234
Global Retirement Partners
California
$12.9M
CMP
235
Courage Miller Partners
Virginia
$12.9M
ISFAN
236
Investor's Fiduciary Advisor Network
Washington
$12.8M
SFG
237
Sunburst Financial Group
Alabama
$12.8M
SFWC
238
Strategic Family Wealth Counselors
New Jersey
$12.8M
AUB
239
Atlantic Union Bankshares
Virginia
$12.8M
DWAM
240
Duncan Williams Asset Management
Tennessee
$12.7M
Citadel Advisors
241
Citadel Advisors
Florida
$12.7M
TPWA
242
TRUE Private Wealth Advisors
Oregon
$12.7M
DWM
243
Dakota Wealth Management
Florida
$12.6M
MFIM
244
Mesirow Financial Investment Management
Illinois
$12.6M
LWM
245
Latko Wealth Management
Illinois
$12.5M
LWM
246
Lighthouse Wealth Management
Ohio
$12.5M
P
247
&Partners
Tennessee
$12.4M
CFMC
248
Curbstone Financial Management Corp
New Hampshire
$12.4M
FCM
249
Family Capital Management
Michigan
$12.4M
KWM
250
Kingsview Wealth Management
Oregon
$12.3M