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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, 753 increasing their positions, 731 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
HAIM
201
Hunter Associates Investment Management
Pennsylvania
$16M
SCA
202
Snowden Capital Advisors
New York
$15.8M
IIC
203
Integrated Investment Consultants
Michigan
$15.3M
MCB
204
Morton Community Bank
Illinois
$15.3M
KJWM
205
Kiley Juergens Wealth Management
Washington
$15.2M
HCWM
206
Hidden Cove Wealth Management
Washington
$15M
SC
207
Scotia Capital
Ontario, Canada
$14.8M
OBWG
208
Onyx Bridge Wealth Group
New York
$14.7M
BBW
209
Blue Barn Wealth
Utah
$14.6M
YWM
210
Yukon Wealth Management
Kansas
$14.4M
MT
211
Midwest Trust
Kansas
$14.3M
MFG
212
Midwest Financial Group
Kansas
$14.3M
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$14.3M
SVWAG
214
Sound View Wealth Advisors Group
Georgia
$14.2M
PFWA
215
Paces Ferry Wealth Advisors
Georgia
$14.2M
WIC
216
Whitegate Investment Counselors
New Hampshire
$14.2M
CAAS
217
Capital Asset Advisory Services
Michigan
$14.1M
MA
218
Mutual Advisors
Nebraska
$14M
FGG
219
Financial Guidance Group
Florida
$14M
OFG
220
Opulen Financial Group
Virginia
$14M
PCWA
221
Pacific Capital Wealth Advisors
California
$14M
CKAIS
222
Christensen King & Associates Investment Services
Washington
$14M
MF
223
Montis Financial
Massachusetts
$13.7M
PA
224
Parallel Advisors
California
$13.5M
SS
225
Sunbelt Securities
Texas
$13.4M