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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
SIAG
876
Signet Investment Advisory Group
Rhode Island
$1.42M
CAGAS
877
Capital Advisory Group Advisory Services
Minnesota
$1.42M
GK
878
Graney & King
New York
$1.42M
PAG
879
Private Advisory Group
Washington
$1.41M
WHC
880
Wulff, Hansen & Co
California
$1.41M
DT
881
Diversified Trust
Tennessee
$1.39M
ARG
882
Advisory Resource Group
Oklahoma
$1.39M
AWG
883
Altus Wealth Group
Colorado
$1.39M
WI
884
Westbourne Investments
Virginia
$1.39M
MTIC
885
Missouri Trust & Investment Company
Missouri
$1.39M
BPW
886
BLVD Private Wealth
Kentucky
$1.39M
SWP
887
Semus Wealth Partners
Florida
$1.38M
IA
888
Inspire Advisors
Idaho
$1.37M
PFBT
889
Parkside Financial Bank & Trust
Missouri
$1.37M
HAP
890
Harbor Asset Planning
Massachusetts
$1.36M
AIM
891
Aspen Investment Management
Michigan
$1.36M
EFG
892
Ethos Financial Group
Pennsylvania
$1.36M
GGS
893
Galvin Gaustad & Stein
Arizona
$1.36M
GWM
894
Guardian Wealth Management
Illinois
$1.35M
MWP
895
Meridian Wealth Partners
Pennsylvania
$1.35M
PWP
896
Precedent Wealth Partners
Texas
$1.35M
WIC
897
Woodmont Investment Counsel
Tennessee
$1.34M
ES
898
ETF Store
Kansas
$1.34M
CS
899
Capital Square
Tennessee
$1.33M
XPN
900
XY Planning Network
Montana
$1.31M