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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
NL
376
Navalign LLC
California
$7.44M
NFG
377
Northeast Financial Group
Pennsylvania
$7.36M
BAM
378
Belpointe Asset Management
Nevada
$7.35M
PRS
379
Pinkerton Retirement Specialists
Idaho
$7.3M
CA
380
Continuum Advisory
Idaho
$7.28M
PL
381
Plancorp LLC
Missouri
$7.27M
SCM
382
SCS Capital Management
Massachusetts
$7.26M
USCWA
383
U.S. Capital Wealth Advisors
Texas
$7.26M
TA
384
TruWealth Advisors
Louisiana
$7.22M
Northern Trust
385
Northern Trust
Illinois
$7.2M
PAYA
386
Phil A. Younker & Associates
Alaska
$7.17M
PSCM
387
Per Stirling Capital Management
Texas
$7.16M
AFO
388
Arrowroot Family Office
California
$7.14M
Renaissance Technologies
389
Renaissance Technologies
New York
$7.11M
FPGK
390
Financial Partners Group (Kansas)
Kansas
$7.08M
TAM
391
Titleist Asset Management
Texas
$7.08M
NCM
392
NCM Capital Management
New Jersey
$7.02M
MWM
393
Meridian Wealth Management
Kentucky
$6.97M
IRC
394
Investors Research Corp
Georgia
$6.95M
D.E. Shaw & Co
395
D.E. Shaw & Co
New York
$6.94M
SSWM
396
Sheets Smith Wealth Management
North Carolina
$6.94M
BMCM
397
Burns Matteson Capital Management
New York
$6.93M
OPA
398
Old Port Advisors
Maine
$6.92M
FLPIM
399
F.L. Putnam Investment Management
Massachusetts
$6.92M
FIC
400
Family Investment Center
Missouri
$6.89M