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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, 752 increasing their positions, 732 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
MAG
1476
Members Advisory Group
New York
$264K
FFC
1477
Frederick Financial Consultants
Maryland
$264K
JBA
1478
Johnson Bixby & Associates
Washington
$263K
DIM
1479
Delta Investment Management
California
$263K
KA
1480
Klingman & Associates
New York
$262K
SMG
1481
Smart Money Group
Texas
$262K
SA
1482
Strategic Advisors
New York
$261K
HFS
1483
Heritage Financial Services
Massachusetts
$260K
ECM
1484
EagleClaw Capital Management
Massachusetts
$259K
OC
1485
Oakworth Capital
Alabama
$259K
CWA
1486
Cascade Wealth Advisors
Washington
$259K
BRG
1487
Bay Rivers Group
Virginia
$258K
QWP
1488
Quotient Wealth Partners
Texas
$258K
PA
1489
Promethium Advisors
Maryland
$258K
NA
1490
Nautilus Advisors
California
$256K
TLP
1491
Trinity Legacy Partners
Texas
$256K
TCMP
1492
Thrive Capital Management (Pennsylvania)
Pennsylvania
$255K
JTWM
1493
Jackson Thornton Wealth Management
Alabama
$255K
PSP
1494
Pacific Sage Partners
Washington
$254K
HAM
1495
Harmony Asset Management
Arizona
$252K
CRWM
1496
Castle Rock Wealth Management
California
$252K
AW
1497
Alteri Wealth
California
$250K
TCOV
1498
Trust Company of Vermont
Vermont
$249K
LFA
1499
Laraway Financial Advisors
Minnesota
$249K
TWA
1500
TCI Wealth Advisors
Arizona
$249K