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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
TSMHT
1826
Thurston Springer Miller Herd & Titak
Indiana
BIG
1827
Brooklyn Investment Group
New York
MAWAG
1828
Mid-American Wealth Advisory Group
Missouri
CW
1829
Cooksen Wealth
Texas
BA
1830
Bellwether Advisors
Nebraska
RI
1831
Ridgewood Investments
New Jersey
TPWA
1832
Twin Peaks Wealth Advisors
California
SC
1833
Stephens Consulting
Michigan
TIM
1834
Total Investment Management
Arizona
SSG
1835
Summit Securities Group
New York
VNIM
1836
Vaughan Nelson Investment Management
Texas
OWA
1837
Opal Wealth Advisors
New York
NWM
1838
Nova Wealth Management
Florida
RA
1839
Rise Advisors
New York
CCC
1840
Chelsea Counsel Company
California
ANBT
1841
American National Bank & Trust
Texas
SVCP
1842
Silicon Valley Capital Partners
California
HI
1843
Hoey Investments
Pennsylvania
SWIG
1844
Strategic Wealth Investment Group
Kentucky
EWA
1845
EQ Wealth Advisors
Texas
AP
1846
Aspect Partners
Virginia
BFP
1847
Briaud Financial Planning
Texas
GC
1848
Gould Capital
Washington
AGWCA
1849
Annis Gardner Whiting Capital Advisors
Florida
NC
1850
NewSquare Capital
Pennsylvania