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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
CIA
1626
Cape Investment Advisory
Georgia
$121K
CVM
1627
Cheviot Value Management
California
$120K
FPF
1628
First Pacific Financial
Washington
$116K
CWM
1629
Copia Wealth Management
Oregon
$110K
WSFS
1630
Wilmington Savings Fund Society
Delaware
$109K
MFC
1631
Mechanics Financial Corp
Ohio
$105K
PWMG
1632
Prestige Wealth Management Group
New Jersey
$105K
ITIM
1633
Indiana Trust & Investment Management
Indiana
$104K
NEWAS
1634
N.E.W. Advisory Services
Wisconsin
$104K
NWM
1635
Navigoe Wealth Management
California
$100K
PCM
1636
Palouse Capital Management
Washington
$98.7K
TAM
1637
Tucker Asset Management
Colorado
$97.4K
BA
1638
Ballast Advisors
Minnesota
$97.2K
Barclays
1639
Barclays
United Kingdom
$95.5K
HFS
1640
Hughes Financial Services
Virginia
$94K
AT
1641
Avalon Trust
New Mexico
$93.4K
RTL
1642
Red Tortoise LLC
Georgia
$90.2K
SIC
1643
SJS Investment Consulting
Ohio
$89.1K
CW
1644
Curio Wealth
Maryland
$88.5K
WWA
1645
Wealth Watch Advisors
Colorado
$84.6K
GEA
1646
Glen Eagle Advisors
New Jersey
$83.9K
SGK
1647
Steigerwald Gordon & Koch
Virginia
$82K
FLP
1648
Financial Life Planners
Arizona
$82K
MJRIC
1649
Mogy Joel R Investment Counsel
California
$81.9K
AT
1650
Arlington Trust
Alabama
$81.9K