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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
GB
326
Gunma Bank
Japan
$8.87M
PAI
327
Pittenger & Anderson Inc
Nebraska
$8.87M
HCP
328
Holt Capital Partners
Texas
$8.84M
PTP
329
Platform Technology Partners
New York
$8.81M
YIA
330
YHB Investment Advisors
Connecticut
$8.77M
AWA
331
Arkadios Wealth Advisors
Georgia
$8.75M
RFS
332
Retirement Financial Solutions
Tennessee
$8.65M
AWM
333
AE Wealth Management
Kansas
$8.63M
SOS
334
Silver Oak Securities
Tennessee
$8.62M
Capital Fund Management (CFM)
335
Capital Fund Management (CFM)
France
$8.58M
AC
336
Avant Capital
Louisiana
$8.49M
MA
337
MBA Advisors
Pennsylvania
$8.48M
CA
338
Clearstead Advisors
Ohio
$8.46M
MS
339
Madden Securities
Texas
$8.45M
JWWM
340
Johnson & White Wealth Management
Pennsylvania
$8.43M
SAI
341
Savvy Advisors Inc
New York
$8.39M
RF
342
Robbins Farley
New Hampshire
$8.38M
UCFA
343
United Capital Financial Advisors
Texas
$8.37M
PF
344
Penney Financial
Texas
$8.36M
CFA
345
Cahill Financial Advisors
Minnesota
$8.33M
NEPWA
346
New England Private Wealth Advisors
Massachusetts
$8.29M
GFP
347
Guardian Financial Partners
California
$8.24M
CFG
348
Certior Financial Group
Pennsylvania
$8.22M
PVAMC
349
PPS&V Asset Management Consultants
Michigan
$8.18M
MCA
350
MSH Capital Advisors
Arizona
$8.17M