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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
SW
701
Simplicity Wealth
New Jersey
$2.58M
AWP
702
Atlas Wealth Partners
Pennsylvania
$2.57M
SFS
703
Sowell Financial Services
Arkansas
$2.56M
IF
704
IRON Financial
Illinois
$2.56M
WF
705
Welch & Forbes
Massachusetts
$2.55M
Luther King Capital Management (LKCM)
706
Luther King Capital Management (LKCM)
Texas
$2.54M
OW
707
Olistico Wealth
Oklahoma
$2.52M
BJL
708
Brighton Jones LLC
Washington
$2.52M
EB
709
Eastern Bank
Massachusetts
$2.51M
MSS
710
Mitchell Sinkler & Starr
Pennsylvania
$2.5M
PCIA
711
Prime Capital Investment Advisors
Kansas
$2.49M
VAS
712
Vestmark Advisory Solutions
Massachusetts
$2.49M
VA
713
Vident Advisory
Georgia
$2.48M
JWBC
714
John W. Brooker & Co
California
$2.48M
RMAM
715
Raab & Moskowitz Asset Management
New Jersey
$2.46M
BWAM
716
Boyd Watterson Asset Management
Ohio
$2.46M
SFPG
717
Stonebridge Financial Planning Group
Florida
$2.46M
BAM
718
Berkshire Asset Management
Pennsylvania
$2.44M
CT
719
Caldwell Trust
Florida
$2.43M
WWA
720
WCG Wealth Advisors
Nevada
$2.43M
BBPWM
721
Blue Bell Private Wealth Management
Pennsylvania
$2.42M
AA
722
Armis Advisers
Georgia
$2.42M
HC
723
Hurley Capital
New York
$2.41M
Susquehanna International Group
724
Susquehanna International Group
Pennsylvania
$2.41M
OWM
725
Opes Wealth Management
California
$2.4M