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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
MLICM
476
Metropolitan Life Insurance Company (MetLife)
New York
$5.2M
AWM
477
Apollon Wealth Management
South Carolina
$5.2M
PFP
478
Pinnacle Financial Partners
Tennessee
$5.19M
ES
479
Eagle Strategies
New York
$5.12M
KIA
480
KCM Investment Advisors
California
$5.11M
ST
481
Smithfield Trust
Pennsylvania
$5.1M
CW
482
CreativeOne Wealth
Kansas
$5.08M
SWM
483
Spire Wealth Management
Virginia
$5.07M
IF
484
Intrua Financial
Texas
$5.05M
EF
485
Exeter Financial
Arizona
$5.01M
WS
486
Wedbush Securities
California
$5.01M
BP
487
Broadleaf Partners
Ohio
$4.99M
PWM
488
Perigon Wealth Management
California
$4.98M
HA
489
Hofer & Associates
California
$4.97M
PI
490
PFG Investments
New York
$4.95M
NL
491
NWAM LLC
Washington
$4.95M
TRCT
492
Tower Research Capital (TRC)
New York
$4.92M
HA
493
HC Advisors
Georgia
$4.87M
SEI Investments
494
SEI Investments
Pennsylvania
$4.87M
CG
495
Caprock Group
Idaho
$4.87M
MWM
496
Moran Wealth Management
Florida
$4.86M
IAS
497
Insigneo Advisory Services
Florida
$4.86M
JSL
498
JT Stratford LLC
Georgia
$4.84M
GAG
499
GM Advisory Group
New York
$4.83M
AWE
500
Avidian Wealth Enterprises
Texas
$4.82M