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Schwab US Dividend Equity ETF

1,765 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, 725 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
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
NDSI
126
Newman Dignan & Sheerar Inc
Rhode Island
$25.2M
NFG
127
Nadler Financial Group
Illinois
$25M
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$24.9M
SA
129
SRH Advisors
Kansas
$24.8M
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$24.8M
KBFS
131
Kohmann Bosshard Financial Services
Ohio
$24.4M
CA
132
Capital Advantage
California
$23.7M
IWC
133
Integrated Wealth Concepts
Massachusetts
$23.6M
MAM
134
McCarthy Asset Management
California
$23M
MFG
135
Merit Financial Group
Georgia
$22.7M
Corient Private Wealth
136
Corient Private Wealth
Florida
$22.6M
PCG
137
Prosperity Consulting Group
Maryland
$22.5M
SCI
138
Silver Coast Investments
United States
$22.5M
SPC
139
Sigma Planning Corp
Michigan
$22.2M
LWM
140
LongView Wealth Management
Georgia
$22.1M
JF
141
Joule Financial
Kentucky
$21.9M
TPCW
142
TD Private Client Wealth
New York
$21.8M
AA
143
Apriem Advisors
California
$21.6M
BMWS
144
Brady Martz Wealth Solutions
North Dakota
$21.6M
FC
145
Financial Consulate
Maryland
$21.5M
TWM
146
Tradition Wealth Management
Minnesota
$21.5M
WL
147
WIT LLC
District of Columbia
$21.5M
CAM
148
Creekmur Asset Management
Illinois
$21.2M
RCM
149
Richardson Capital Management
Wisconsin
$21.2M
EWA
150
Exencial Wealth Advisors
Oklahoma
$21M