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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
PVAMC
351
PPS&V Asset Management Consultants
Michigan
$8.18M
MCA
352
MSH Capital Advisors
Arizona
$8.17M
BGAI
353
Bruce G. Allen Investments
Colorado
$8.16M
IAS
354
Investment Advisory Services
Texas
$8.14M
SB
355
Strategic Blueprint
Georgia
$8.13M
SFMG
356
Sage Financial Management Group
Virginia
$8.09M
CAG
357
Curtis Advisory Group
California
$8.08M
MWM
358
Modern Wealth Management
Kansas
$8.03M
CCA
359
Cypress Capital Advisors
Tennessee
$7.93M
AFG
360
Atomi Financial Group
New York
$7.87M
SCP
361
Stevens Capital Partners
Nebraska
$7.87M
JFA
362
JNBA Financial Advisors
Minnesota
$7.86M
BWM
363
BCS Wealth Management
Tennessee
$7.85M
DCM
364
Davis Capital Management
Florida
$7.76M
LFAS
365
Level Four Advisory Services
Texas
$7.75M
SMC
366
Smith, Moore & Co
Missouri
$7.71M
KWA
367
Kingswood Wealth Advisors
California
$7.7M
AWM
368
Accredited Wealth Management
Kentucky
$7.7M
IC
369
IEQ Capital
California
$7.67M
OP
370
ORG Partners
Indiana
$7.66M
DIP
371
DT Investment Partners
Pennsylvania
$7.64M
RWM
372
RMG Wealth Management
Wisconsin
$7.64M
KA
373
Kure Advisory
Minnesota
$7.58M
SFG
374
SevenBridge Financial Group
Pennsylvania
$7.55M
BFWA
375
Benchmark Financial Wealth Advisors
Florida
$7.54M