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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
UAG
776
United Advisor Group
Ohio
$1.91M
IIC
777
Ironwood Investment Counsel
Arizona
$1.9M
Financial Engines Advisors
778
Financial Engines Advisors
California
$1.9M
BWM
779
Bernard Wealth Management
Michigan
$1.9M
V
780
ViaWealth
Kansas
$1.89M
BFPW
781
BOK Financial Private Wealth
Colorado
$1.89M
JFG
782
JMG Financial Group
Illinois
$1.89M
CPA
783
Cathy Pareto & Associates
Florida
$1.88M
AWM
784
Aegis Wealth Management
Maryland
$1.88M
BWM
785
BCGM Wealth Management
Indiana
$1.88M
PTC
786
Private Trust Company
Ohio
$1.87M
KWM
787
KFG Wealth Management
Indiana
$1.87M
WCM
788
Whitener Capital Management
North Carolina
$1.86M
BB
789
Bell Bank
North Dakota
$1.85M
MIA
790
MainStreet Investment Advisors
Illinois
$1.85M
HNB
791
Huntington National Bank
Ohio
$1.84M
JCM
792
Janney Capital Management
Pennsylvania
$1.83M
CWA
793
Core Wealth Advisors
Florida
$1.83M
WEG
794
World Equity Group
Illinois
$1.83M
KA
795
Kovack Advisors
Florida
$1.82M
NA
796
Note Advisors
New York
$1.81M
FP
797
Financial Perspectives
Minnesota
$1.81M
FFA
798
Founders Financial Alliance
North Carolina
$1.8M
TFA
799
Teamwork Financial Advisors
Texas
$1.8M
DC
800
Diametric Capital
Massachusetts
$1.79M