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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
AWM
176
Axxcess Wealth Management
California
$18.2M
AAS
177
Asset Allocation Strategies
Michigan
$18M
PAG
178
Powers Advisory Group
Illinois
$17.9M
Marshall Wace
179
Marshall Wace
United Kingdom
$17.9M
ASN
180
Advisory Services Network
Georgia
$17.9M
SA
181
Skyline Advisors
Washington
$17.8M
JIP
182
Jaffetilchin Investment Partners
Florida
$17.4M
GLLW
183
Graves Light Lenhart Wealth
Virginia
$17.3M
OC
184
Oppenheimer & Co
New York
$17.3M
MOS
185
MGO One Seven
Ohio
$17.2M
SIM
186
Sims Investment Management
Ohio
$17.1M
IAS
187
IMA Advisory Services
Colorado
$17M
AA
188
Advisory Alpha
Michigan
$16.9M
SCM
189
Stonehearth Capital Management
Massachusetts
$16.8M
WFS
190
Weitzel Financial Services
Iowa
$16.8M
PWMAG
191
Pinnacle Wealth Management Advisory Group
New Jersey
$16.8M
Bank of New York Mellon
192
Bank of New York Mellon
New York
$16.5M
FNC
193
First National Corp
Massachusetts
$16.5M
SF
194
Schaeffer Financial
Maryland
$16.3M
HCM
195
Hengehold Capital Management
Ohio
$16.2M
PRI
196
Prepared Retirement Institute
Pennsylvania
$16.1M
DC
197
Davenport & Co
Virginia
$16.1M
HAIM
198
Hunter Associates Investment Management
Pennsylvania
$16M
SCA
199
Snowden Capital Advisors
New York
$15.8M
IIC
200
Integrated Investment Consultants
Michigan
$15.3M