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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
EIG
626
Ellenbecker Investment Group
Wisconsin
$3.16M
BWM
627
BKM Wealth Management
Wisconsin
$3.16M
SFG
628
SNS Financial Group
Minnesota
$3.16M
FFA
629
Florida Financial Advisors
Florida
$3.16M
SAW
630
Signal Advisors Wealth
Michigan
$3.16M
WA
631
WBH Advisory
Maryland
$3.15M
CPL
632
CAP Partners LLC
Tennessee
$3.13M
Neuberger Berman Group
633
Neuberger Berman Group
New York
$3.11M
WF
634
Warner Financial
Maryland
$3.11M
CIAS
635
Capital Investment Advisory Services
North Carolina
$3.11M
CT
636
Clearstead Trust
Maine
$3.11M
FD
637
Financial Designs
California
$3.11M
GIA
638
Guyasuta Investment Advisors
Pennsylvania
$3.1M
NCM
639
Northwest Capital Management
Oregon
$3.1M
AMG
640
Advisors Management Group
Wisconsin
$3.1M
SG
641
StoneX Group
New York
$3.09M
LF
642
LifeSteps Financial
California
$3.07M
MA
643
McGrath & Associates
North Carolina
$3.07M
MCM
644
Mengis Capital Management
Oregon
$3.03M
SWM
645
SeaCrest Wealth Management
New York
$3.02M
TSS
646
Two Sigma Securities
New York
$3.02M
RFA
647
Rollins Financial Advisors
New York
$3.02M
Bank of Montreal
648
Bank of Montreal
Ontario, Canada
$3.02M
CWP
649
Concord Wealth Partners
Virginia
$3.01M
GCA
650
Genesee Capital Advisors
New York
$3M