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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
SL
601
SFM LLC
New Hampshire
$3.47M
CICC
602
Capital Investment Counsel (Colorado)
Colorado
$3.43M
TA
603
TPG Advisors
Illinois
$3.42M
NW
604
NewEdge Wealth
Pennsylvania
$3.39M
Fisher Asset Management
605
Fisher Asset Management
Washington
$3.38M
PNC Financial Services Group
606
PNC Financial Services Group
Pennsylvania
$3.37M
FHC
607
First Heartland Consultants
Missouri
$3.37M
WLIM
608
White Lighthouse Investment Management
Massachusetts
$3.36M
PWA
609
Portus Wealth Advisors
North Carolina
$3.35M
P
610
Pitcairn
Pennsylvania
$3.34M
SC
611
Savant Capital
Illinois
$3.33M
S
612
Sachetta
Massachusetts
$3.32M
EWP
613
Elevation Wealth Partners
California
$3.32M
HH
614
Hilltop Holdings
Texas
$3.31M
NJIM
615
Nabity-Jensen Investment Management
Nebraska
$3.31M
BI
616
Beckerman Institutional
New Jersey
$3.31M
LCM
617
Liberty Capital Management
Michigan
$3.29M
SFC
618
Strategic Financial Concepts
Texas
$3.29M
IAG
619
Investment Advisory Group
Massachusetts
$3.26M
WB
620
WesBanco Bank
West Virginia
$3.22M
AC
621
AlphaCore Capital
California
$3.21M
TCWM
622
Total Clarity Wealth Management
Illinois
$3.2M
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$3.2M
LFG
624
Larson Financial Group
Missouri
$3.19M
VFA
625
Valeo Financial Advisors
Indiana
$3.17M