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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
MWS
426
MFA Wealth Services
California
$6.27M
TF
427
Trek Financial
Arizona
$6.25M
IA
428
IFG Advisory
Georgia
$6.24M
Brown Advisory
429
Brown Advisory
Maryland
$6.2M
CWM
430
Centric Wealth Management
Illinois
$6.16M
BIA
431
Barry Investment Advisors
Massachusetts
$6.16M
SJIM
432
St. Johns Investment Management
Florida
$6.07M
UWM
433
USAdvisors Wealth Management
Minnesota
$6.07M
HSA
434
HBK Sorce Advisory
Pennsylvania
$6.03M
DAS
435
DMKC Advisory Services
Iowa
$6M
GSIS
436
Global Strategic Investment Solutions
Arizona
$5.97M
RC
437
Rovin Capital
Arizona
$5.97M
CB
438
Chris Bulman
California
$5.97M
FTWA
439
Fifth Third Wealth Advisors
Ohio
$5.96M
MIA
440
Milestone Investment Advisors
Wisconsin
$5.94M
PIAS
441
PCA Investment Advisory Services
Ohio
$5.94M
SWM
442
Sendero Wealth Management
Texas
$5.93M
FWA
443
Flagship Wealth Advisors
Massachusetts
$5.89M
TCM
444
Towercrest Capital Management
Pennsylvania
$5.86M
AWMG
445
Alliance Wealth Management Group
New Jersey
$5.86M
UWP
446
Uniting Wealth Partners
Kansas
$5.84M
TFS
447
Thoroughbred Financial Services
Tennessee
$5.83M
WP
448
WealthPLAN Partners
Nebraska
$5.81M
IA
449
Insight Advisors
Pennsylvania
$5.79M
B
450
Bensler
Washington
$5.78M