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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
MCB
201
Morton Community Bank
Illinois
$15.3M
KJWM
202
Kiley Juergens Wealth Management
Washington
$15.2M
HCWM
203
Hidden Cove Wealth Management
Washington
$15M
SC
204
Scotia Capital
Ontario, Canada
$14.8M
OBWG
205
Onyx Bridge Wealth Group
New York
$14.7M
BBW
206
Blue Barn Wealth
Utah
$14.6M
YWM
207
Yukon Wealth Management
Kansas
$14.4M
MT
208
Midwest Trust
Kansas
$14.3M
MFG
209
Midwest Financial Group
Kansas
$14.3M
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
$14.3M
SVWAG
211
Sound View Wealth Advisors Group
Georgia
$14.2M
PFWA
212
Paces Ferry Wealth Advisors
Georgia
$14.2M
WIC
213
Whitegate Investment Counselors
New Hampshire
$14.2M
CAAS
214
Capital Asset Advisory Services
Michigan
$14.1M
MA
215
Mutual Advisors
Nebraska
$14M
FGG
216
Financial Guidance Group
Florida
$14M
OFG
217
Opulen Financial Group
Virginia
$14M
PCWA
218
Pacific Capital Wealth Advisors
California
$14M
CKAIS
219
Christensen King & Associates Investment Services
Washington
$14M
MF
220
Montis Financial
Massachusetts
$13.7M
PA
221
Parallel Advisors
California
$13.5M
SS
222
Sunbelt Securities
Texas
$13.4M
GA
223
GSG Advisors
New Jersey
$13.3M
MCM
224
Mendel Capital Management
Arkansas
$13.2M
AWC
225
Adamsbrown Wealth Consultants
Kansas
$13.2M