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