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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
Brown Advisory
426
Brown Advisory
Maryland
$6.2M
CWM
427
Centric Wealth Management
Illinois
$6.16M
BIA
428
Barry Investment Advisors
Massachusetts
$6.16M
SJIM
429
St. Johns Investment Management
Florida
$6.07M
UWM
430
USAdvisors Wealth Management
Minnesota
$6.07M
HSA
431
HBK Sorce Advisory
Pennsylvania
$6.03M
DAS
432
DMKC Advisory Services
Iowa
$6M
GSIS
433
Global Strategic Investment Solutions
Arizona
$5.97M
RC
434
Rovin Capital
Arizona
$5.97M
CB
435
Chris Bulman
California
$5.97M
FTWA
436
Fifth Third Wealth Advisors
Ohio
$5.96M
MIA
437
Milestone Investment Advisors
Wisconsin
$5.94M
PIAS
438
PCA Investment Advisory Services
Ohio
$5.94M
SWM
439
Sendero Wealth Management
Texas
$5.93M
FWA
440
Flagship Wealth Advisors
Massachusetts
$5.89M
AWMG
441
Alliance Wealth Management Group
New Jersey
$5.86M
TCM
442
Towercrest Capital Management
Pennsylvania
$5.86M
UWP
443
Uniting Wealth Partners
Kansas
$5.84M
TFS
444
Thoroughbred Financial Services
Tennessee
$5.83M
WP
445
WealthPLAN Partners
Nebraska
$5.81M
IA
446
Insight Advisors
Pennsylvania
$5.79M
B
447
Bensler
Washington
$5.78M
Sumitomo Mitsui Trust Group
448
Sumitomo Mitsui Trust Group
Japan
$5.78M
TWA
449
Talisman Wealth Advisors
New Jersey
$5.76M
KWA
450
Kellett Wealth Advisors
Ohio
$5.72M