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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
CFG
351
Certior Financial Group
Pennsylvania
$8.22M
PVAMC
352
PPS&V Asset Management Consultants
Michigan
$8.18M
MCA
353
MSH Capital Advisors
Arizona
$8.17M
BGAI
354
Bruce G. Allen Investments
Colorado
$8.16M
IAS
355
Investment Advisory Services
Texas
$8.14M
SB
356
Strategic Blueprint
Georgia
$8.13M
SFMG
357
Sage Financial Management Group
Virginia
$8.09M
CAG
358
Curtis Advisory Group
California
$8.08M
MWM
359
Modern Wealth Management
Kansas
$8.03M
CCA
360
Cypress Capital Advisors
Tennessee
$7.93M
AFG
361
Atomi Financial Group
New York
$7.87M
SCP
362
Stevens Capital Partners
Nebraska
$7.87M
JFA
363
JNBA Financial Advisors
Minnesota
$7.86M
BWM
364
BCS Wealth Management
Tennessee
$7.85M
DCM
365
Davis Capital Management
Florida
$7.76M
LFAS
366
Level Four Advisory Services
Texas
$7.75M
SMC
367
Smith, Moore & Co
Missouri
$7.71M
KWA
368
Kingswood Wealth Advisors
California
$7.7M
AWM
369
Accredited Wealth Management
Kentucky
$7.7M
IC
370
IEQ Capital
California
$7.67M
OP
371
ORG Partners
Indiana
$7.66M
DIP
372
DT Investment Partners
Pennsylvania
$7.64M
RWM
373
RMG Wealth Management
Wisconsin
$7.64M
KA
374
Kure Advisory
Minnesota
$7.58M
SFG
375
SevenBridge Financial Group
Pennsylvania
$7.55M