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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
DW30
326
Drucker Wealth 3.0
New Jersey
$8.91M
IWM
327
IHT Wealth Management
Illinois
$8.89M
GB
328
Gunma Bank
Japan
$8.87M
PAI
329
Pittenger & Anderson Inc
Nebraska
$8.87M
HCP
330
Holt Capital Partners
Texas
$8.84M
PTP
331
Platform Technology Partners
New York
$8.81M
YIA
332
YHB Investment Advisors
Connecticut
$8.77M
AWA
333
Arkadios Wealth Advisors
Georgia
$8.75M
RFS
334
Retirement Financial Solutions
Tennessee
$8.65M
AWM
335
AE Wealth Management
Kansas
$8.63M
SOS
336
Silver Oak Securities
Tennessee
$8.62M
Capital Fund Management (CFM)
337
Capital Fund Management (CFM)
France
$8.58M
AC
338
Avant Capital
Louisiana
$8.49M
MA
339
MBA Advisors
Pennsylvania
$8.48M
CA
340
Clearstead Advisors
Ohio
$8.46M
MS
341
Madden Securities
Texas
$8.45M
JWWM
342
Johnson & White Wealth Management
Pennsylvania
$8.43M
SAI
343
Savvy Advisors Inc
New York
$8.39M
RF
344
Robbins Farley
New Hampshire
$8.38M
UCFA
345
United Capital Financial Advisors
Texas
$8.37M
PF
346
Penney Financial
Texas
$8.36M
CFA
347
Cahill Financial Advisors
Minnesota
$8.33M
NEPWA
348
New England Private Wealth Advisors
Massachusetts
$8.29M
GFP
349
Guardian Financial Partners
California
$8.24M
CFG
350
Certior Financial Group
Pennsylvania
$8.22M