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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
BJL
701
Brighton Jones LLC
Washington
$2.52M
EB
702
Eastern Bank
Massachusetts
$2.51M
MSS
703
Mitchell Sinkler & Starr
Pennsylvania
$2.5M
PCIA
704
Prime Capital Investment Advisors
Kansas
$2.49M
VAS
705
Vestmark Advisory Solutions
Massachusetts
$2.49M
VA
706
Vident Advisory
Georgia
$2.48M
JWBC
707
John W. Brooker & Co
California
$2.48M
RMAM
708
Raab & Moskowitz Asset Management
New Jersey
$2.46M
BWAM
709
Boyd Watterson Asset Management
Ohio
$2.46M
SFPG
710
Stonebridge Financial Planning Group
Florida
$2.46M
BAM
711
Berkshire Asset Management
Pennsylvania
$2.44M
CT
712
Caldwell Trust
Florida
$2.43M
WWA
713
WCG Wealth Advisors
Nevada
$2.43M
BBPWM
714
Blue Bell Private Wealth Management
Pennsylvania
$2.42M
AA
715
Armis Advisers
Georgia
$2.42M
HC
716
Hurley Capital
New York
$2.41M
Susquehanna International Group
717
Susquehanna International Group
Pennsylvania
$2.41M
OWM
718
Opes Wealth Management
California
$2.4M
FA
719
Freestate Advisors
Kansas
$2.4M
NFTC
720
North Forty Two & Co
Oregon
$2.38M
OSAM
721
O'Shaughnessy Asset Management
Connecticut
$2.37M
M
722
MYeCFO
California
$2.37M
BMCM
723
Bryn Mawr Capital Management
Pennsylvania
$2.36M
WCG
724
Weaver Consulting Group
California
$2.34M
FWWM
725
Fiscal Wisdom Wealth Management
Connecticut
$2.33M