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Schwab US Dividend Equity ETF

1,767 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 125 funds opening new positions, 748 increasing their positions, 726 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
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
MWM
551
MOKAN Wealth Management
Kansas
$3.8M
RC
552
Roundview Capital
New Jersey
$3.8M
MWM
553
Maridea Wealth Management
New York
$3.8M
PIA
554
Panoramic Investment Advisors
Colorado
$3.78M
TWP
555
Total Wealth Planning
Ohio
$3.78M
BIM
556
Breakwater Investment Management
Washington
$3.77M
M&T Bank
557
M&T Bank
New York
$3.76M
EWA
558
Evolution Wealth Advisors
Florida
$3.76M
EA
559
Emerald Advisors
Washington
$3.75M
DRP
560
Decker Retirement Planning
Utah
$3.73M
WIM
561
Warwick Investment Management
Texas
$3.72M
MW
562
Members Wealth
Pennsylvania
$3.72M
GIA
563
Gladstone Institutional Advisory
Florida
$3.71M
GSIAS
564
Garden State Investment Advisory Services
New Jersey
$3.69M
NG
565
Northstar Group
New York
$3.67M
SA
566
Sovran Advisors
California
$3.67M
AF
567
Alerus Financial
North Dakota
$3.67M
CAL
568
Capital Analysts LLC
Pennsylvania
$3.67M
WIP
569
WealthCare Investment Partners
Rhode Island
$3.66M
ML
570
McAdam LLC
Pennsylvania
$3.65M
CA
571
Cambridge Advisors
Nebraska
$3.63M
TCG
572
Transcendent Capital Group
Oklahoma
$3.62M
SF
573
Synovus Financial
Georgia
$3.62M
MPIA
574
Milestones Private Investment Advisors
New York
$3.62M
CIA
575
Capital Investment Advisors
Georgia
$3.62M