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Schwab US Dividend Equity ETF

1,766 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, 726 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
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
VFIC
576
Valley Forge Investment Consultants
Pennsylvania
$3.6M
Bessemer Group
577
Bessemer Group
New Jersey
$3.58M
MA
578
MAS Advisors
Florida
$3.58M
RBFC
579
Roman Butler Fullerton & Co
Missouri
$3.57M
AIM
580
AHL Investment Management
Florida
$3.56M
WP
581
Wealthspan Partners
Iowa
$3.56M
HFS
582
Hopwood Financial Services
Virginia
$3.56M
PMG
583
ProVise Management Group
Florida
$3.56M
SQA
584
Simon Quick Advisors
New Jersey
$3.56M
SIA
585
Soltis Investment Advisors
Utah
$3.53M
AIM
586
Anchor Investment Management
South Carolina
$3.53M
CPRC
587
Consolidated Portfolio Review Corp
New York
$3.52M
OCM
588
Orion Capital Management
California
$3.51M
CFGA
589
Cambridge Financial Group (Arizona)
Arizona
$3.5M
CL
590
COWA LLC
Oklahoma
$3.5M
CB
591
Commerce Bank
Missouri
$3.49M
MFG
592
Mainsail Financial Group
Washington
$3.48M
WFAG
593
Worth Financial Advisory Group
North Carolina
$3.48M
NS
594
NBC Securities
Alabama
$3.47M
SMFG
595
Sumitomo Mitsui Financial Group
Japan
$3.47M
SL
596
SFM LLC
New Hampshire
$3.47M
CICC
597
Capital Investment Counsel (Colorado)
Colorado
$3.43M
TA
598
TPG Advisors
Illinois
$3.42M
NW
599
NewEdge Wealth
Pennsylvania
$3.39M
Fisher Asset Management
600
Fisher Asset Management
Washington
$3.38M