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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
1CP
901
17 Capital Partners
Arizona
$1.27M
DI
902
Disciplined Investors
Texas
$1.26M
SFC
903
SYM Financial Corp
Indiana
$1.25M
TCM
904
TruNorth Capital Management
Michigan
$1.24M
HTC
905
Haverford Trust Company
Pennsylvania
$1.24M
HNB
906
Hilltop National Bank
Wyoming
$1.23M
EWM
907
Evergreen Wealth Management
Michigan
$1.23M
BFG
908
Bleakley Financial Group
New Jersey
$1.22M
WCM
909
WealthBridge Capital Management
Ohio
$1.22M
WWA
910
Wingate Wealth Advisors
Massachusetts
$1.22M
WAL
911
W Advisors LLC
Tennessee
$1.22M
CAI
912
Capital Advisors Inc
Oklahoma
$1.21M
RF
913
RHS Financial
California
$1.21M
GAA
914
Guardian Asset Advisors
Pennsylvania
$1.2M
CRI
915
Commonwealth Retirement Investments
Virginia
$1.2M
FWSM
916
First Wilshire Securities Management
California
$1.2M
SWP
917
Summit Wealth Partners
Florida
$1.19M
JSW
918
Journey Strategic Wealth
New Jersey
$1.19M
AFO
919
Allie Family Office
Florida
$1.18M
MSWM
920
McGlone Suttner Wealth Management
Wisconsin
$1.17M
OFS
921
OneAscent Financial Services
Alabama
$1.17M
BWM
922
BNC Wealth Management
Oregon
$1.17M
CIA
923
Compass Ion Advisors
Pennsylvania
$1.16M
MSA
924
Marino Stram & Associates
Massachusetts
$1.16M
WTA
925
Washington Trust Advisors
Massachusetts
$1.16M