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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
Sumitomo Mitsui Trust Group
451
Sumitomo Mitsui Trust Group
Japan
$5.78M
TWA
452
Talisman Wealth Advisors
New Jersey
$5.76M
KWA
453
Kellett Wealth Advisors
Ohio
$5.72M
BFP
454
Beacon Financial Planning
Massachusetts
$5.68M
DBRC
455
D.B. Root & Company
Pennsylvania
$5.66M
TYCC
456
Texas Yale Capital Corp
Florida
$5.62M
PS
457
Principal Securities
Iowa
$5.6M
RDWM
458
Red Door Wealth Management
Tennessee
$5.59M
LA
459
Legacy Advisors
Pennsylvania
$5.58M
DWM
460
Diversify Wealth Management
Utah
$5.56M
UBG
461
United Bank (Georgia)
Georgia
$5.53M
MMA
462
Miracle Mile Advisors
California
$5.46M
BSSFA
463
Baron Silver Stevens Financial Advisors
Florida
$5.45M
SAM
464
Smartleaf Asset Management
Massachusetts
$5.45M
FHA
465
Flagship Harbor Advisors
Massachusetts
$5.45M
GFPC
466
Global Financial Private Client
Florida
$5.45M
LPT
467
Legacy Private Trust
Wisconsin
$5.43M
JWCA
468
J.W. Cole Advisors
Florida
$5.4M
FIA
469
Foundations Investment Advisors
Arizona
$5.36M
BPFA
470
Barnes Pettey Financial Advisors
Mississippi
$5.35M
PCS
471
Personal CFO Solutions
New Jersey
$5.35M
SF
472
Seek First
California
$5.31M
AOWM
473
Alpha Omega Wealth Management
Virginia
$5.28M
BCI
474
Brinker Capital Investments
Pennsylvania
$5.25M
ACG
475
Allen Capital Group
Nebraska
$5.25M