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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
OCFG
301
O'Connor Financial Group
Illinois
$9.92M
MF
302
Meridian Financial
Massachusetts
$9.9M
FF
303
Fairway Financial
Florida
$9.87M
WAG
304
Winthrop Advisory Group
Massachusetts
$9.86M
KFGG
305
Keystone Financial Group (Georgia)
Georgia
$9.78M
CAP
306
Columbia Advisory Partners
Washington
$9.78M
OHWP
307
Oak Harbor Wealth Partners
North Carolina
$9.73M
HI
308
Horizon Investments
North Carolina
$9.69M
HI
309
Hudock Inc
Pennsylvania
$9.62M
CFG
310
Citizens Financial Group
Rhode Island
$9.59M
BIA
311
Bell Investment Advisors
California
$9.58M
MAG
312
Mayfair Advisory Group
Alabama
$9.55M
FFWA
313
FRG Family Wealth Advisors
Washington
$9.51M
IIA
314
Integral Investment Advisors
California
$9.45M
SCM
315
Spreng Capital Management
Ohio
$9.44M
DAS
316
Dynamic Advisor Solutions
Arizona
$9.37M
WIA
317
World Investment Advisors
California
$9.33M
AQR Capital Management
318
AQR Capital Management
Connecticut
$9.29M
JGCM
319
Joseph Group Capital Management
Ohio
$9.25M
DE
320
Diversified Enterprises
Delaware
$9.23M
HAS
321
HBW Advisory Services
California
$9.22M
MWA
322
Merkkuri Wealth Advisors
New York
$9.18M
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$9.16M
MHFA
324
Mission Hills Financial Advisory
California
$9.1M
AAMC
325
Asset Allocation & Management Company
Illinois
$9M