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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
WA
626
WBH Advisory
Maryland
$3.15M
CPL
627
CAP Partners LLC
Tennessee
$3.13M
Neuberger Berman Group
628
Neuberger Berman Group
New York
$3.11M
WF
629
Warner Financial
Maryland
$3.11M
CIAS
630
Capital Investment Advisory Services
North Carolina
$3.11M
CT
631
Clearstead Trust
Maine
$3.11M
FD
632
Financial Designs
California
$3.11M
GIA
633
Guyasuta Investment Advisors
Pennsylvania
$3.1M
NCM
634
Northwest Capital Management
Oregon
$3.1M
SG
635
StoneX Group
New York
$3.09M
LF
636
LifeSteps Financial
California
$3.07M
MA
637
McGrath & Associates
North Carolina
$3.07M
MCM
638
Mengis Capital Management
Oregon
$3.03M
SWM
639
SeaCrest Wealth Management
New York
$3.02M
TSS
640
Two Sigma Securities
New York
$3.02M
RFA
641
Rollins Financial Advisors
New York
$3.02M
Bank of Montreal
642
Bank of Montreal
Ontario, Canada
$3.02M
CWP
643
Concord Wealth Partners
Virginia
$3.01M
GCA
644
Genesee Capital Advisors
New York
$3M
MAS
645
Madden Advisory Services
Florida
$2.99M
RPGNY
646
Retirement Planning Group (New York)
New York
$2.99M
LIA
647
LS Investment Advisors
Michigan
$2.98M
AGC
648
Aspen Grove Capital
Colorado
$2.98M
FNT
649
First National Trust
Pennsylvania
$2.97M
WWM
650
Woodside Wealth Management
Massachusetts
$2.97M