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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
WAG
301
Winthrop Advisory Group
Massachusetts
$9.86M
KFGG
302
Keystone Financial Group (Georgia)
Georgia
$9.78M
CAP
303
Columbia Advisory Partners
Washington
$9.78M
OHWP
304
Oak Harbor Wealth Partners
North Carolina
$9.73M
HI
305
Horizon Investments
North Carolina
$9.69M
HI
306
Hudock Inc
Pennsylvania
$9.62M
CFG
307
Citizens Financial Group
Rhode Island
$9.59M
BIA
308
Bell Investment Advisors
California
$9.58M
MAG
309
Mayfair Advisory Group
Alabama
$9.55M
FFWA
310
FRG Family Wealth Advisors
Washington
$9.51M
IIA
311
Integral Investment Advisors
California
$9.45M
SCM
312
Spreng Capital Management
Ohio
$9.44M
DAS
313
Dynamic Advisor Solutions
Arizona
$9.37M
WIA
314
World Investment Advisors
California
$9.33M
AQR Capital Management
315
AQR Capital Management
Connecticut
$9.29M
JGCM
316
Joseph Group Capital Management
Ohio
$9.25M
DE
317
Diversified Enterprises
Delaware
$9.23M
HAS
318
HBW Advisory Services
California
$9.22M
MWA
319
Merkkuri Wealth Advisors
New York
$9.18M
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$9.16M
MHFA
321
Mission Hills Financial Advisory
California
$9.1M
AAMC
322
Asset Allocation & Management Company
Illinois
$9M
FA
323
Fiduciary Alliance
South Carolina
$8.98M
DW30
324
Drucker Wealth 3.0
New Jersey
$8.91M
IWM
325
IHT Wealth Management
Illinois
$8.89M