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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
AFO
926
Allie Family Office
Florida
$1.18M
MSWM
927
McGlone Suttner Wealth Management
Wisconsin
$1.17M
OFS
928
OneAscent Financial Services
Alabama
$1.17M
BWM
929
BNC Wealth Management
Oregon
$1.17M
CIA
930
Compass Ion Advisors
Pennsylvania
$1.16M
MSA
931
Marino Stram & Associates
Massachusetts
$1.16M
WTA
932
Washington Trust Advisors
Massachusetts
$1.16M
JIC
933
Joel Isaacson & Co
New York
$1.16M
LC
934
Landaas & Company
Wisconsin
$1.16M
AT
935
American Trust
Kentucky
$1.15M
FNBTCON
936
First National Bank & Trust Co of Newtown
Pennsylvania
$1.15M
Two Sigma Investments
937
Two Sigma Investments
New York
$1.14M
BWL
938
Bogart Wealth LLC
Virginia
$1.14M
ODIJL
939
One Day In July LLC
Vermont
$1.14M
KCM
940
Kanawha Capital Management
Virginia
$1.14M
HIC
941
Holderness Investments Company
North Carolina
$1.14M
GF
942
Gries Financial
Ohio
$1.14M
RGF
943
Retirement Guys Formula
Ohio
$1.13M
CSA
944
Cottage Street Advisors
Massachusetts
$1.12M
VCA
945
Verdence Capital Advisors
Maryland
$1.12M
MMHP
946
Murphy Middleton Hinkle & Parker
Georgia
$1.11M
BAWC
947
Boyce & Associates Wealth Consulting
Texas
$1.11M
First Manhattan
948
First Manhattan
New York
$1.1M
SIMG
949
Sonora Investment Management Group
Arizona
$1.1M
CG
950
Cynosure Group
Utah
$1.1M