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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
FF
376
Friday Financial
Iowa
$7.49M
NB
377
NBT Bank
New York
$7.46M
NL
378
Navalign LLC
California
$7.44M
NFG
379
Northeast Financial Group
Pennsylvania
$7.36M
BAM
380
Belpointe Asset Management
Nevada
$7.35M
PRS
381
Pinkerton Retirement Specialists
Idaho
$7.3M
CA
382
Continuum Advisory
Idaho
$7.28M
PL
383
Plancorp LLC
Missouri
$7.27M
SCM
384
SCS Capital Management
Massachusetts
$7.26M
USCWA
385
U.S. Capital Wealth Advisors
Texas
$7.26M
TA
386
TruWealth Advisors
Louisiana
$7.22M
Northern Trust
387
Northern Trust
Illinois
$7.2M
PAYA
388
Phil A. Younker & Associates
Alaska
$7.17M
PSCM
389
Per Stirling Capital Management
Texas
$7.16M
AFO
390
Arrowroot Family Office
California
$7.14M
Renaissance Technologies
391
Renaissance Technologies
New York
$7.11M
FPGK
392
Financial Partners Group (Kansas)
Kansas
$7.08M
TAM
393
Titleist Asset Management
Texas
$7.08M
NCM
394
NCM Capital Management
New Jersey
$7.02M
MWM
395
Meridian Wealth Management
Kentucky
$6.97M
IRC
396
Investors Research Corp
Georgia
$6.95M
D.E. Shaw & Co
397
D.E. Shaw & Co
New York
$6.94M
SSWM
398
Sheets Smith Wealth Management
North Carolina
$6.94M
BMCM
399
Burns Matteson Capital Management
New York
$6.93M
OPA
400
Old Port Advisors
Maine
$6.92M