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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
MF
301
Meridian Financial
Massachusetts
$9.9M
FF
302
Fairway Financial
Florida
$9.87M
WAG
303
Winthrop Advisory Group
Massachusetts
$9.86M
KFGG
304
Keystone Financial Group (Georgia)
Georgia
$9.78M
CAP
305
Columbia Advisory Partners
Washington
$9.78M
OHWP
306
Oak Harbor Wealth Partners
North Carolina
$9.73M
HI
307
Horizon Investments
North Carolina
$9.69M
HI
308
Hudock Inc
Pennsylvania
$9.62M
CFG
309
Citizens Financial Group
Rhode Island
$9.59M
BIA
310
Bell Investment Advisors
California
$9.58M
MAG
311
Mayfair Advisory Group
Alabama
$9.55M
FFWA
312
FRG Family Wealth Advisors
Washington
$9.51M
IIA
313
Integral Investment Advisors
California
$9.45M
SCM
314
Spreng Capital Management
Ohio
$9.44M
DAS
315
Dynamic Advisor Solutions
Arizona
$9.37M
WIA
316
World Investment Advisors
California
$9.33M
AQR Capital Management
317
AQR Capital Management
Connecticut
$9.29M
JGCM
318
Joseph Group Capital Management
Ohio
$9.25M
DE
319
Diversified Enterprises
Delaware
$9.23M
HAS
320
HBW Advisory Services
California
$9.22M
MWA
321
Merkkuri Wealth Advisors
New York
$9.18M
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
$9.16M
MHFA
323
Mission Hills Financial Advisory
California
$9.1M
AAMC
324
Asset Allocation & Management Company
Illinois
$9M
FA
325
Fiduciary Alliance
South Carolina
$8.98M