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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
BGAI
351
Bruce G. Allen Investments
Colorado
$8.16M
IAS
352
Investment Advisory Services
Texas
$8.14M
SB
353
Strategic Blueprint
Georgia
$8.13M
SFMG
354
Sage Financial Management Group
Virginia
$8.09M
CAG
355
Curtis Advisory Group
California
$8.08M
MWM
356
Modern Wealth Management
Kansas
$8.03M
CCA
357
Cypress Capital Advisors
Tennessee
$7.93M
AFG
358
Atomi Financial Group
New York
$7.87M
SCP
359
Stevens Capital Partners
Nebraska
$7.87M
JFA
360
JNBA Financial Advisors
Minnesota
$7.86M
BWM
361
BCS Wealth Management
Tennessee
$7.85M
DCM
362
Davis Capital Management
Florida
$7.76M
LFAS
363
Level Four Advisory Services
Texas
$7.75M
SMC
364
Smith, Moore & Co
Missouri
$7.71M
KWA
365
Kingswood Wealth Advisors
California
$7.7M
AWM
366
Accredited Wealth Management
Kentucky
$7.7M
IC
367
IEQ Capital
California
$7.67M
OP
368
ORG Partners
Indiana
$7.66M
DIP
369
DT Investment Partners
Pennsylvania
$7.64M
RWM
370
RMG Wealth Management
Wisconsin
$7.64M
KA
371
Kure Advisory
Minnesota
$7.58M
SFG
372
SevenBridge Financial Group
Pennsylvania
$7.55M
BFWA
373
Benchmark Financial Wealth Advisors
Florida
$7.54M
FF
374
Friday Financial
Iowa
$7.49M
NB
375
NBT Bank
New York
$7.46M