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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
BEAM
276
Baker Ellis Asset Management
Washington
$10.8M
NIWA
277
New Insight Wealth Advisors
California
$10.8M
LIM
278
Leavell Investment Management
Alabama
$10.8M
AI
279
Atria Investments
North Carolina
$10.8M
BWA
280
BlueChip Wealth Advisors
Georgia
$10.7M
CNWM
281
Clay Northam Wealth Management
California
$10.6M
LFP
282
Lakeshore Financial Planning
Michigan
$10.6M
CW
283
Channel Wealth
California
$10.5M
DFA
284
DHJJ Financial Advisors
Illinois
$10.5M
SAM
285
Smithbridge Asset Management
Pennsylvania
$10.4M
Envestnet Portfolio Solutions
286
Envestnet Portfolio Solutions
Illinois
$10.4M
AssetMark Inc
287
AssetMark Inc
California
$10.4M
GB
288
Goepper Burkhardt
South Carolina
$10.4M
RMF
289
Red Mountain Financial
Colorado
$10.3M
AAA
290
American Alpha Advisors
New York
$10.3M
VCP
291
Verus Capital Partners
Arizona
$10.2M
CWMG
292
Compass Wealth Management (Georgia)
Georgia
$10.1M
VNA
293
Valley National Advisers
Pennsylvania
$10.1M
RWA
294
Redhawk Wealth Advisors
Minnesota
$10.1M
MA
295
MONECO Advisors
Connecticut
$10M
JWS
296
Juncture Wealth Strategies
Arizona
$9.98M
PF
297
Prosperitas Financial
California
$9.98M
MAM
298
Madison Asset Management
Wisconsin
$9.97M
CIC
299
Carnegie Investment Counsel
Ohio
$9.97M
OCFG
300
O'Connor Financial Group
Illinois
$9.92M