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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
CA
576
Cambridge Advisors
Nebraska
$3.63M
TCG
577
Transcendent Capital Group
Oklahoma
$3.62M
SF
578
Synovus Financial
Georgia
$3.62M
MPIA
579
Milestones Private Investment Advisors
New York
$3.62M
CIA
580
Capital Investment Advisors
Georgia
$3.62M
VFIC
581
Valley Forge Investment Consultants
Pennsylvania
$3.6M
Bessemer Group
582
Bessemer Group
New Jersey
$3.58M
MA
583
MAS Advisors
Florida
$3.58M
RBFC
584
Roman Butler Fullerton & Co
Missouri
$3.57M
AIM
585
AHL Investment Management
Florida
$3.56M
WP
586
Wealthspan Partners
Iowa
$3.56M
HFS
587
Hopwood Financial Services
Virginia
$3.56M
PMG
588
ProVise Management Group
Florida
$3.56M
SQA
589
Simon Quick Advisors
New Jersey
$3.56M
SIA
590
Soltis Investment Advisors
Utah
$3.53M
AIM
591
Anchor Investment Management
South Carolina
$3.53M
CPRC
592
Consolidated Portfolio Review Corp
New York
$3.52M
OCM
593
Orion Capital Management
California
$3.51M
CFGA
594
Cambridge Financial Group (Arizona)
Arizona
$3.5M
CL
595
COWA LLC
Oklahoma
$3.5M
CB
596
Commerce Bank
Missouri
$3.49M
MFG
597
Mainsail Financial Group
Washington
$3.48M
WFAG
598
Worth Financial Advisory Group
North Carolina
$3.48M
NS
599
NBC Securities
Alabama
$3.47M
SMFG
600
Sumitomo Mitsui Financial Group
Japan
$3.47M