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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
BFWA
376
Benchmark Financial Wealth Advisors
Florida
$7.54M
FF
377
Friday Financial
Iowa
$7.49M
NB
378
NBT Bank
New York
$7.46M
NL
379
Navalign LLC
California
$7.44M
NFG
380
Northeast Financial Group
Pennsylvania
$7.36M
BAM
381
Belpointe Asset Management
Nevada
$7.35M
PRS
382
Pinkerton Retirement Specialists
Idaho
$7.3M
CA
383
Continuum Advisory
Idaho
$7.28M
PL
384
Plancorp LLC
Missouri
$7.27M
SCM
385
SCS Capital Management
Massachusetts
$7.26M
USCWA
386
U.S. Capital Wealth Advisors
Texas
$7.26M
TA
387
TruWealth Advisors
Louisiana
$7.22M
Northern Trust
388
Northern Trust
Illinois
$7.2M
PAYA
389
Phil A. Younker & Associates
Alaska
$7.17M
PSCM
390
Per Stirling Capital Management
Texas
$7.16M
AFO
391
Arrowroot Family Office
California
$7.14M
Renaissance Technologies
392
Renaissance Technologies
New York
$7.11M
FPGK
393
Financial Partners Group (Kansas)
Kansas
$7.08M
TAM
394
Titleist Asset Management
Texas
$7.08M
NCM
395
NCM Capital Management
New Jersey
$7.02M
MWM
396
Meridian Wealth Management
Kentucky
$6.97M
IRC
397
Investors Research Corp
Georgia
$6.95M
D.E. Shaw & Co
398
D.E. Shaw & Co
New York
$6.94M
SSWM
399
Sheets Smith Wealth Management
North Carolina
$6.94M
BMCM
400
Burns Matteson Capital Management
New York
$6.93M