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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
PNC Financial Services Group
601
PNC Financial Services Group
Pennsylvania
$3.37M
FHC
602
First Heartland Consultants
Missouri
$3.37M
WLIM
603
White Lighthouse Investment Management
Massachusetts
$3.36M
PWA
604
Portus Wealth Advisors
North Carolina
$3.35M
P
605
Pitcairn
Pennsylvania
$3.34M
SC
606
Savant Capital
Illinois
$3.33M
S
607
Sachetta
Massachusetts
$3.32M
EWP
608
Elevation Wealth Partners
California
$3.32M
HH
609
Hilltop Holdings
Texas
$3.31M
NJIM
610
Nabity-Jensen Investment Management
Nebraska
$3.31M
BI
611
Beckerman Institutional
New Jersey
$3.31M
LCM
612
Liberty Capital Management
Michigan
$3.29M
SFC
613
Strategic Financial Concepts
Texas
$3.29M
IAG
614
Investment Advisory Group
Massachusetts
$3.26M
WB
615
WesBanco Bank
West Virginia
$3.22M
AC
616
AlphaCore Capital
California
$3.21M
TCWM
617
Total Clarity Wealth Management
Illinois
$3.2M
PGFC
618
Peapack-Gladstone Financial Corp
New Jersey
$3.2M
LFG
619
Larson Financial Group
Missouri
$3.19M
VFA
620
Valeo Financial Advisors
Indiana
$3.17M
EIG
621
Ellenbecker Investment Group
Wisconsin
$3.16M
BWM
622
BKM Wealth Management
Wisconsin
$3.16M
SFG
623
SNS Financial Group
Minnesota
$3.16M
FFA
624
Florida Financial Advisors
Florida
$3.16M
SAW
625
Signal Advisors Wealth
Michigan
$3.16M