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Schwab US Dividend Equity ETF

1,769 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 125 funds opening new positions, 749 increasing their positions, 727 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
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
MCM
226
Mendel Capital Management
Arkansas
$13.2M
AWC
227
Adamsbrown Wealth Consultants
Kansas
$13.2M
WCM
228
Winthrop Capital Management
Indiana
$13.2M
SCP
229
Shorepoint Capital Partners
Massachusetts
$13.2M
SF
230
Summit Financial
New Jersey
$13.2M
Jane Street
231
Jane Street
New York
$13.1M
TFA
232
Trinity Financial Advisors
Ohio
$13M
Fidelity Investments
233
Fidelity Investments
Massachusetts
$13M
LFS
234
Legacy Financial Strategies
Kansas
$12.9M
MFA
235
Mayflower Financial Advisors
Massachusetts
$12.9M
GRP
236
Global Retirement Partners
California
$12.9M
CMP
237
Courage Miller Partners
Virginia
$12.9M
ISFAN
238
Investor's Fiduciary Advisor Network
Washington
$12.8M
SFG
239
Sunburst Financial Group
Alabama
$12.8M
SFWC
240
Strategic Family Wealth Counselors
New Jersey
$12.8M
AUB
241
Atlantic Union Bankshares
Virginia
$12.8M
DWAM
242
Duncan Williams Asset Management
Tennessee
$12.7M
Citadel Advisors
243
Citadel Advisors
Florida
$12.7M
TPWA
244
TRUE Private Wealth Advisors
Oregon
$12.7M
DWM
245
Dakota Wealth Management
Florida
$12.6M
MFIM
246
Mesirow Financial Investment Management
Illinois
$12.6M
LWM
247
Latko Wealth Management
Illinois
$12.5M
LWM
248
Lighthouse Wealth Management
Ohio
$12.5M
P
249
&Partners
Tennessee
$12.4M
CFMC
250
Curbstone Financial Management Corp
New Hampshire
$12.4M