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Schwab US Dividend Equity ETF

1,765 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, 725 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
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
SPIA
51
Steward Partners Investment Advisory
New York
$55.6M
SFWA
52
Summit Financial Wealth Advisors
Louisiana
$55.4M
CSTB
53
Charles Schwab Trust Bank
Nevada
$55.1M
HFS
54
Howard Financial Services
Texas
$54.3M
SAM
55
Summit Asset Management
Tennessee
$54M
GRR
56
Golden Reserve Retirement
Ohio
$53.6M
VFG
57
Victory Financial Group
Texas
$52.8M
HI
58
Harbour Investments
Wisconsin
$52.3M
GKWIM
59
Gerber Kawasaki Wealth & Investment Management
California
$52M
MSFS
60
Main Street Financial Solutions
Pennsylvania
$51.5M
SCA
61
Scott Capital Advisors
Oregon
$51.2M
SIG
62
Spinnaker Investment Group
California
$50.3M
PAG
63
Private Advisor Group
New Jersey
$50M
WF
64
Whelan Financial
California
$48.3M
BF
65
BOK Financial
Oklahoma
$47.2M
AIA
66
Allied Investment Advisors
Montana
$46.6M
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$46.4M
BFS
68
Burkett Financial Services
South Carolina
$45.6M
BPA
69
Beacon Pointe Advisors
California
$45.5M
WA
70
Waverly Advisors
Alabama
$45.5M
RWP
71
Reliant Wealth Planning
Kentucky
$45.4M
ETS
72
ESL Trust Services
New York
$45M
SVWA
73
Sarver Vrooman Wealth Advisors
Missouri
$44.9M
CFS
74
CGC Financial Services
Oregon
$43.5M
NQWM
75
Northwest Quadrant Wealth Management
Oregon
$43.4M