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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
CIM
751
Corda Investment Management
Texas
$2.12M
MC
752
Miramar Capital
Illinois
$2.12M
MWM
753
Maripau Wealth Management
Indiana
$2.1M
NSIM
754
North Star Investment Management
Illinois
$2.09M
WKSWA
755
White Knight Strategic Wealth Advisors
New Jersey
$2.08M
LOIM
756
Liberty One Investment Management
Illinois
$2.05M
GIA
757
GHP Investment Advisors
Colorado
$2.04M
CGL
758
Clarius Group LLC
Washington
$2.04M
BBA
759
BLB&B Advisors
Pennsylvania
$2.04M
PAA
760
Peregrine Asset Advisers
Oregon
$2.04M
WWC
761
Waypoint Wealth Counsel
Georgia
$2.03M
RPGK
762
Retirement Planning Group (Kansas)
Kansas
$2.02M
FC
763
Fairscale Capital
New Hampshire
$2.01M
MAM
764
Marquette Asset Management
Minnesota
$2.01M
Squarepoint
765
Squarepoint
New York
$2M
LA
766
Latitude Advisors
Florida
$1.99M
PFGIA
767
Patriot Financial Group Insurance Agency
Massachusetts
$1.99M
MWM
768
MFG Wealth Management
Indiana
$1.99M
ACM
769
Alpha Capital Management
Texas
$1.98M
RFN
770
RDA Financial Network
Iowa
$1.97M
CAMV
771
Concord Asset Management (Virginia)
Virginia
$1.97M
Empower Advisory Group
772
Empower Advisory Group
Colorado
$1.97M
PFA
773
Petra Financial Advisors
Colorado
$1.96M
CPP
774
Capasso Planning Partners
South Carolina
$1.95M
TAFW
775
Tred Avon Family Wealth
Maryland
$1.94M