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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
AAG
651
Accordant Advisory Group
Maryland
$2.96M
ZIG
652
Zullo Investment Group
Pennsylvania
$2.94M
1L
653
10Elms LLP
Oklahoma
$2.9M
EFG
654
Everhart Financial Group
Ohio
$2.89M
AWA
655
Adapt Wealth Advisors
Georgia
$2.89M
Betterment LLC
656
Betterment LLC
New York
$2.88M
CWM
657
Chesapeake Wealth Management
Virginia
$2.87M
SIAG
658
Safeguard Investment Advisory Group
California
$2.86M
GMA
659
Glassy Mountain Advisors
Maryland
$2.86M
FCM
660
Fortis Capital Management
Washington
$2.86M
CFS
661
Coordinated Financial Services
Colorado
$2.83M
SSI
662
Scott & Selber Inc
Texas
$2.83M
WKWM
663
Walter & Keenan Wealth Management
Indiana
$2.82M
CIA
664
Choate Investment Advisors
Massachusetts
$2.81M
SKK
665
Shepherd Kaplan Krochuk
Massachusetts
$2.81M
PAS
666
PKS Advisory Services
New York
$2.8M
ISWM
667
Independent Solutions Wealth Management
New York
$2.8M
CFA
668
CWS Financial Advisors
Michigan
$2.78M
SIM
669
Synergy Investment Management
Florida
$2.77M
HL
670
HeadInvest LLC
Maine
$2.75M
BWA
671
Beam Wealth Advisors
Louisiana
$2.75M
HA
672
Hamel Associates
New Jersey
$2.74M
Tudor Investment Corp
673
Tudor Investment Corp
Connecticut
$2.74M
MWA
674
Muirfield Wealth Advisors
North Carolina
$2.73M
BWP
675
BlueStem Wealth Partners
Minnesota
$2.73M