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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
TA
476
TrueWealth Advisors
Alabama
$5.23M
MLICM
477
Metropolitan Life Insurance Company (MetLife)
New York
$5.2M
AWM
478
Apollon Wealth Management
South Carolina
$5.2M
PFP
479
Pinnacle Financial Partners
Tennessee
$5.19M
ES
480
Eagle Strategies
New York
$5.12M
KIA
481
KCM Investment Advisors
California
$5.11M
ST
482
Smithfield Trust
Pennsylvania
$5.1M
CW
483
CreativeOne Wealth
Kansas
$5.08M
SWM
484
Spire Wealth Management
Virginia
$5.07M
IF
485
Intrua Financial
Texas
$5.05M
EF
486
Exeter Financial
Arizona
$5.01M
WS
487
Wedbush Securities
California
$5.01M
BP
488
Broadleaf Partners
Ohio
$4.99M
PWM
489
Perigon Wealth Management
California
$4.98M
HA
490
Hofer & Associates
California
$4.97M
PI
491
PFG Investments
New York
$4.95M
NL
492
NWAM LLC
Washington
$4.95M
TRCT
493
Tower Research Capital (TRC)
New York
$4.92M
HA
494
HC Advisors
Georgia
$4.87M
SEI Investments
495
SEI Investments
Pennsylvania
$4.87M
CG
496
Caprock Group
Idaho
$4.87M
MWM
497
Moran Wealth Management
Florida
$4.86M
IAS
498
Insigneo Advisory Services
Florida
$4.86M
JSL
499
JT Stratford LLC
Georgia
$4.84M
GAG
500
GM Advisory Group
New York
$4.83M