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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
BWM
976
Buska Wealth Management
Wisconsin
$991K
TPW
977
Transatlantique Private Wealth
New York
$990K
NCM
978
Narwhal Capital Management
Georgia
$989K
JCFM
979
JBR Co Financial Management
Oklahoma
$973K
RAS
980
RPS Advisory Solutions
Kentucky
$970K
PIA
981
Pinion Investment Advisors
Kansas
$959K
FMII
982
Farmers & Merchants Investments Inc
Nebraska
$956K
MFA
983
Morling Financial Advisors
California
$956K
CWA
984
Clearview Wealth Advisors
Oregon
$950K
CW
985
Code Waechter
Florida
$950K
FFG
986
First Financial Group
North Carolina
$949K
CAM
987
CPA Asset Management
Florida
$948K
CMBA
988
C.M. Bidwell & Associates
Hawaii
$942K
DFG
989
Demars Financial Group
Washington
$941K
EIP
990
Ellis Investment Partners
Pennsylvania
$938K
MWA
991
MFA Wealth Advisors
Pennsylvania
$934K
AWA
992
Aaron Wealth Advisors
Illinois
$929K
MC
993
Moors & Cabot
Massachusetts
$929K
MFG
994
Magnus Financial Group
New York
$920K
TF
995
Tandem Financial
Colorado
$913K
MA
996
MCF Advisors
Kentucky
$911K
WCM
997
Wealthcare Capital Management
Virginia
$910K
SAG
998
SageView Advisory Group
California
$910K
BFS
999
Bradley Foster & Sargent
Connecticut
$907K
BFA
1000
Beaumont Financial Advisors
Massachusetts
$903K