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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
SCA
201
Snowden Capital Advisors
New York
$15.8M
IIC
202
Integrated Investment Consultants
Michigan
$15.3M
MCB
203
Morton Community Bank
Illinois
$15.3M
KJWM
204
Kiley Juergens Wealth Management
Washington
$15.2M
HCWM
205
Hidden Cove Wealth Management
Washington
$15M
SC
206
Scotia Capital
Ontario, Canada
$14.8M
OBWG
207
Onyx Bridge Wealth Group
New York
$14.7M
BBW
208
Blue Barn Wealth
Utah
$14.6M
YWM
209
Yukon Wealth Management
Kansas
$14.4M
MT
210
Midwest Trust
Kansas
$14.3M
MFG
211
Midwest Financial Group
Kansas
$14.3M
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$14.3M
SVWAG
213
Sound View Wealth Advisors Group
Georgia
$14.2M
PFWA
214
Paces Ferry Wealth Advisors
Georgia
$14.2M
WIC
215
Whitegate Investment Counselors
New Hampshire
$14.2M
CAAS
216
Capital Asset Advisory Services
Michigan
$14.1M
MA
217
Mutual Advisors
Nebraska
$14M
FGG
218
Financial Guidance Group
Florida
$14M
OFG
219
Opulen Financial Group
Virginia
$14M
PCWA
220
Pacific Capital Wealth Advisors
California
$14M
CKAIS
221
Christensen King & Associates Investment Services
Washington
$14M
MF
222
Montis Financial
Massachusetts
$13.7M
PA
223
Parallel Advisors
California
$13.5M
SS
224
Sunbelt Securities
Texas
$13.4M
GA
225
GSG Advisors
New Jersey
$13.3M