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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
GA
226
GSG Advisors
New Jersey
$13.3M
MCM
227
Mendel Capital Management
Arkansas
$13.2M
AWC
228
Adamsbrown Wealth Consultants
Kansas
$13.2M
WCM
229
Winthrop Capital Management
Indiana
$13.2M
SCP
230
Shorepoint Capital Partners
Massachusetts
$13.2M
SF
231
Summit Financial
New Jersey
$13.2M
Jane Street
232
Jane Street
New York
$13.1M
TFA
233
Trinity Financial Advisors
Ohio
$13M
Fidelity Investments
234
Fidelity Investments
Massachusetts
$13M
LFS
235
Legacy Financial Strategies
Kansas
$12.9M
MFA
236
Mayflower Financial Advisors
Massachusetts
$12.9M
GRP
237
Global Retirement Partners
California
$12.9M
CMP
238
Courage Miller Partners
Virginia
$12.9M
ISFAN
239
Investor's Fiduciary Advisor Network
Washington
$12.8M
SFG
240
Sunburst Financial Group
Alabama
$12.8M
SFWC
241
Strategic Family Wealth Counselors
New Jersey
$12.8M
AUB
242
Atlantic Union Bankshares
Virginia
$12.8M
DWAM
243
Duncan Williams Asset Management
Tennessee
$12.7M
Citadel Advisors
244
Citadel Advisors
Florida
$12.7M
TPWA
245
TRUE Private Wealth Advisors
Oregon
$12.7M
DWM
246
Dakota Wealth Management
Florida
$12.6M
MFIM
247
Mesirow Financial Investment Management
Illinois
$12.6M
LWM
248
Latko Wealth Management
Illinois
$12.5M
LWM
249
Lighthouse Wealth Management
Ohio
$12.5M
P
250
&Partners
Tennessee
$12.4M