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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
FA
726
Freestate Advisors
Kansas
$2.4M
NFTC
727
North Forty Two & Co
Oregon
$2.38M
OSAM
728
O'Shaughnessy Asset Management
Connecticut
$2.37M
M
729
MYeCFO
California
$2.37M
BMCM
730
Bryn Mawr Capital Management
Pennsylvania
$2.36M
WCG
731
Weaver Consulting Group
California
$2.34M
FWWM
732
Fiscal Wisdom Wealth Management
Connecticut
$2.33M
SWM
733
SpringVest Wealth Management
Texas
$2.33M
RAG
734
RIA Advisory Group
Iowa
$2.32M
BWMG
735
Barnes Wealth Management Group
California
$2.32M
PWA
736
Physician Wealth Advisors
Utah
$2.3M
SFO
737
Stokes Family Office
Louisiana
$2.28M
FA
738
Fermata Advisors
California
$2.26M
KF
739
Krilogy Financial
Missouri
$2.24M
BL
740
Balentine LLC
Georgia
$2.22M
PCM
741
Pennsylvania Capital Management
Pennsylvania
$2.22M
BSB
742
Bangor Savings Bank
Maine
$2.22M
SHFP
743
Second Half Financial Partners
Florida
$2.22M
PCA
744
Providence Capital Advisors
North Carolina
$2.21M
PPW
745
Pasadena Private Wealth
California
$2.21M
RFA
746
Register Financial Advisors
Georgia
$2.2M
GWWM
747
Great Waters Wealth Management
Minnesota
$2.17M
CPC
748
Consolidated Planning Corp
Georgia
$2.15M
AWM
749
Aprio Wealth Management
Georgia
$2.15M
WFS
750
WealthGarden F.S.
California
$2.15M