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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
MAS
651
Madden Advisory Services
Florida
$2.99M
RPGNY
652
Retirement Planning Group (New York)
New York
$2.99M
LIA
653
LS Investment Advisors
Michigan
$2.98M
AGC
654
Aspen Grove Capital
Colorado
$2.98M
FNT
655
First National Trust
Pennsylvania
$2.97M
WWM
656
Woodside Wealth Management
Massachusetts
$2.97M
AAG
657
Accordant Advisory Group
Maryland
$2.96M
ZIG
658
Zullo Investment Group
Pennsylvania
$2.94M
1L
659
10Elms LLP
Oklahoma
$2.9M
EFG
660
Everhart Financial Group
Ohio
$2.89M
AWA
661
Adapt Wealth Advisors
Georgia
$2.89M
Betterment LLC
662
Betterment LLC
New York
$2.88M
CWM
663
Chesapeake Wealth Management
Virginia
$2.87M
SIAG
664
Safeguard Investment Advisory Group
California
$2.86M
GMA
665
Glassy Mountain Advisors
Maryland
$2.86M
FCM
666
Fortis Capital Management
Washington
$2.86M
CFS
667
Coordinated Financial Services
Colorado
$2.83M
SSI
668
Scott & Selber Inc
Texas
$2.83M
WKWM
669
Walter & Keenan Wealth Management
Indiana
$2.82M
CIA
670
Choate Investment Advisors
Massachusetts
$2.81M
SKK
671
Shepherd Kaplan Krochuk
Massachusetts
$2.81M
PAS
672
PKS Advisory Services
New York
$2.8M
ISWM
673
Independent Solutions Wealth Management
New York
$2.8M
TFG
674
Tull Financial Group
Virginia
$2.78M
CFA
675
CWS Financial Advisors
Michigan
$2.78M