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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
CGL
751
Clarius Group LLC
Washington
$2.04M
BBA
752
BLB&B Advisors
Pennsylvania
$2.04M
PAA
753
Peregrine Asset Advisers
Oregon
$2.04M
WWC
754
Waypoint Wealth Counsel
Georgia
$2.03M
RPGK
755
Retirement Planning Group (Kansas)
Kansas
$2.02M
FC
756
Fairscale Capital
New Hampshire
$2.01M
MAM
757
Marquette Asset Management
Minnesota
$2.01M
Squarepoint
758
Squarepoint
New York
$2M
LA
759
Latitude Advisors
Florida
$1.99M
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$1.99M
MWM
761
MFG Wealth Management
Indiana
$1.99M
ACM
762
Alpha Capital Management
Texas
$1.98M
RFN
763
RDA Financial Network
Iowa
$1.97M
CAMV
764
Concord Asset Management (Virginia)
Virginia
$1.97M
Empower Advisory Group
765
Empower Advisory Group
Colorado
$1.97M
PFA
766
Petra Financial Advisors
Colorado
$1.96M
CPP
767
Capasso Planning Partners
South Carolina
$1.95M
TAFW
768
Tred Avon Family Wealth
Maryland
$1.94M
EA
769
Enclave Advisors
Texas
$1.94M
FA
770
Fiducient Advisors
Illinois
$1.94M
RFP
771
Root Financial Partners
California
$1.94M
GWMR
772
GC Wealth Management RIA
Massachusetts
$1.94M
PFS
773
Prospect Financial Services
New York
$1.93M
CCM
774
Coldstream Capital Management
Washington
$1.92M
NGA
775
Naples Global Advisors
Florida
$1.91M