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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
PEA
826
Park Edge Advisors
Ohio
$1.67M
MCM
827
Maple Capital Management
Vermont
$1.67M
CIA
828
Covington Investment Advisors
Pennsylvania
$1.66M
TAM
829
Townsend Asset Management
North Carolina
$1.66M
IAIM
830
International Assets Investment Management
Florida
$1.65M
WP
831
WealthShield Partners
North Carolina
$1.64M
HIP
832
HUB Investment Partners
Texas
$1.63M
O3W
833
Omni 360 Wealth
New Jersey
$1.62M
SMWM
834
Silvia McColl Wealth Management
California
$1.61M
ADL
835
Asset Dedication LLC
California
$1.6M
MA
836
Modus Advisors
Minnesota
$1.59M
SWP
837
Sagespring Wealth Partners
Tennessee
$1.58M
PA
838
Probity Advisors
Texas
$1.57M
FWM
839
Focused Wealth Management
New York
$1.56M
APA
840
Astoria Portfolio Advisors
New York
$1.55M
BDFN
841
Bond & Devick Financial Network
Minnesota
$1.55M
OCPWS
842
One Charles Private Wealth Services
Massachusetts
$1.55M
GSEP
843
Golden State Equity Partners
California
$1.54M
BCA
844
Bay Colony Advisors
Massachusetts
$1.54M
MFG
845
MidWestOne Financial Group
Iowa
$1.53M
MCC
846
Money Concepts Capital
Florida
$1.53M
ZF
847
Zhang Financial
Michigan
$1.52M
MA
848
Mezzasalma Advisors
New Jersey
$1.51M
FCIM
849
Fairview Capital Investment Management
California
$1.5M
TIAA Trust, National Association
850
TIAA Trust, National Association
North Carolina
$1.5M