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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
TF
426
Trek Financial
Arizona
$6.25M
IA
427
IFG Advisory
Georgia
$6.24M
Brown Advisory
428
Brown Advisory
Maryland
$6.2M
CWM
429
Centric Wealth Management
Illinois
$6.16M
BIA
430
Barry Investment Advisors
Massachusetts
$6.16M
SJIM
431
St. Johns Investment Management
Florida
$6.07M
UWM
432
USAdvisors Wealth Management
Minnesota
$6.07M
HSA
433
HBK Sorce Advisory
Pennsylvania
$6.03M
DAS
434
DMKC Advisory Services
Iowa
$6M
GSIS
435
Global Strategic Investment Solutions
Arizona
$5.97M
RC
436
Rovin Capital
Arizona
$5.97M
CB
437
Chris Bulman
California
$5.97M
FTWA
438
Fifth Third Wealth Advisors
Ohio
$5.96M
MIA
439
Milestone Investment Advisors
Wisconsin
$5.94M
PIAS
440
PCA Investment Advisory Services
Ohio
$5.94M
SWM
441
Sendero Wealth Management
Texas
$5.93M
FWA
442
Flagship Wealth Advisors
Massachusetts
$5.89M
AWMG
443
Alliance Wealth Management Group
New Jersey
$5.86M
TCM
444
Towercrest Capital Management
Pennsylvania
$5.86M
UWP
445
Uniting Wealth Partners
Kansas
$5.84M
TFS
446
Thoroughbred Financial Services
Tennessee
$5.83M
WP
447
WealthPLAN Partners
Nebraska
$5.81M
IA
448
Insight Advisors
Pennsylvania
$5.79M
B
449
Bensler
Washington
$5.78M
Sumitomo Mitsui Trust Group
450
Sumitomo Mitsui Trust Group
Japan
$5.78M