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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
MFG
1001
Magnus Financial Group
New York
$920K
TF
1002
Tandem Financial
Colorado
$913K
MA
1003
MCF Advisors
Kentucky
$911K
WCM
1004
Wealthcare Capital Management
Virginia
$910K
SAG
1005
SageView Advisory Group
California
$910K
BFS
1006
Bradley Foster & Sargent
Connecticut
$907K
BFA
1007
Beaumont Financial Advisors
Massachusetts
$903K
SIM
1008
Stratos Investment Management
Ohio
$903K
PWM
1009
Paulson Wealth Management
Illinois
$897K
VFG
1010
Valley Financial Group
Pennsylvania
$896K
TWM
1011
Triton Wealth Management
Arizona
$894K
SIS
1012
Sound Income Strategies
Florida
$893K
FSC
1013
Full Sail Capital
Oklahoma
$886K
SCTC
1014
Sanibel Captiva Trust Company
Florida
$885K
DC
1015
Darrow Company
Massachusetts
$883K
CFG
1016
Cooper Financial Group
California
$879K
Manulife (Manufacturers Life Insurance)
1017
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$879K
BAM
1018
Bellevue Asset Management
Washington
$870K
TCM
1019
Traynor Capital Management
Pennsylvania
$869K
CWM
1020
Cornerstone Wealth Management
Missouri
$867K
HWMC
1021
Heritage Wealth Management (California)
California
$865K
BAMG
1022
Brand Asset Management Group
Missouri
$860K
PP
1023
Patten & Patten
Tennessee
$860K
WTFG
1024
Wood Tarver Financial Group
Idaho
$858K
TNBTD
1025
Trustmark National Bank Trust Department
Mississippi
$858K