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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
FFA
176
Farther Finance Advisors
California
$18.5M
MGIA
177
Moneta Group Investment Advisors
Missouri
$18.4M
AWM
178
Axxcess Wealth Management
California
$18.2M
AAS
179
Asset Allocation Strategies
Michigan
$18M
PAG
180
Powers Advisory Group
Illinois
$17.9M
Marshall Wace
181
Marshall Wace
United Kingdom
$17.9M
ASN
182
Advisory Services Network
Georgia
$17.9M
SA
183
Skyline Advisors
Washington
$17.8M
JIP
184
Jaffetilchin Investment Partners
Florida
$17.4M
GLLW
185
Graves Light Lenhart Wealth
Virginia
$17.3M
OC
186
Oppenheimer & Co
New York
$17.3M
MOS
187
MGO One Seven
Ohio
$17.2M
SIM
188
Sims Investment Management
Ohio
$17.1M
IAS
189
IMA Advisory Services
Colorado
$17M
AA
190
Advisory Alpha
Michigan
$16.9M
SCM
191
Stonehearth Capital Management
Massachusetts
$16.8M
WFS
192
Weitzel Financial Services
Iowa
$16.8M
PWMAG
193
Pinnacle Wealth Management Advisory Group
New Jersey
$16.8M
Bank of New York Mellon
194
Bank of New York Mellon
New York
$16.5M
FNC
195
First National Corp
Massachusetts
$16.5M
SF
196
Schaeffer Financial
Maryland
$16.3M
HCM
197
Hengehold Capital Management
Ohio
$16.2M
PRI
198
Prepared Retirement Institute
Pennsylvania
$16.1M
DC
199
Davenport & Co
Virginia
$16.1M
HAIM
200
Hunter Associates Investment Management
Pennsylvania
$16M