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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
JIC
926
Joel Isaacson & Co
New York
$1.16M
LC
927
Landaas & Company
Wisconsin
$1.16M
AT
928
American Trust
Kentucky
$1.15M
FNBTCON
929
First National Bank & Trust Co of Newtown
Pennsylvania
$1.15M
Two Sigma Investments
930
Two Sigma Investments
New York
$1.14M
BWL
931
Bogart Wealth LLC
Virginia
$1.14M
ODIJL
932
One Day In July LLC
Vermont
$1.14M
KCM
933
Kanawha Capital Management
Virginia
$1.14M
HIC
934
Holderness Investments Company
North Carolina
$1.14M
GF
935
Gries Financial
Ohio
$1.14M
RGF
936
Retirement Guys Formula
Ohio
$1.13M
CSA
937
Cottage Street Advisors
Massachusetts
$1.12M
VCA
938
Verdence Capital Advisors
Maryland
$1.12M
MMHP
939
Murphy Middleton Hinkle & Parker
Georgia
$1.11M
BAWC
940
Boyce & Associates Wealth Consulting
Texas
$1.11M
First Manhattan
941
First Manhattan
New York
$1.1M
SIMG
942
Sonora Investment Management Group
Arizona
$1.1M
CG
943
Cynosure Group
Utah
$1.1M
SAM
944
Secure Asset Management
Michigan
$1.1M
AL
945
Aspiriant LLC
California
$1.09M
BlackRock
946
BlackRock
New York
$1.09M
NCM
947
Next Capital Management
New York
$1.09M
TIA
948
Traphagen Investment Advisors
New Jersey
$1.08M
YWM
949
Yoder Wealth Management
California
$1.08M
WCFA
950
Walkner Condon Financial Advisors
Wisconsin
$1.08M