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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 85 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
PWM
1001
Paulson Wealth Management
Illinois
$897K
VFG
1002
Valley Financial Group
Pennsylvania
$896K
TWM
1003
Triton Wealth Management
Arizona
$894K
SIS
1004
Sound Income Strategies
Florida
$893K
FSC
1005
Full Sail Capital
Oklahoma
$886K
SCTC
1006
Sanibel Captiva Trust Company
Florida
$885K
DC
1007
Darrow Company
Massachusetts
$883K
CFG
1008
Cooper Financial Group
California
$879K
Manulife (Manufacturers Life Insurance)
1009
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$879K
BAM
1010
Bellevue Asset Management
Washington
$870K
TCM
1011
Traynor Capital Management
Pennsylvania
$869K
CWM
1012
Cornerstone Wealth Management
Missouri
$867K
HWMC
1013
Heritage Wealth Management (California)
California
$865K
BAMG
1014
Brand Asset Management Group
Missouri
$860K
PP
1015
Patten & Patten
Tennessee
$860K
WTFG
1016
Wood Tarver Financial Group
Idaho
$858K
TNBTD
1017
Trustmark National Bank Trust Department
Mississippi
$858K
RIL
1018
Rothschild Investment LLC
Illinois
$854K
RRA
1019
Round Rock Advisors
Connecticut
$854K
WAM
1020
Wernau Asset Management
Massachusetts
$852K
SC
1021
Soundwatch Capital
Connecticut
$852K
ACM
1022
Avalon Capital Management
California
$848K
CA
1023
CGN Advisors
Kansas
$847K
MSAM
1024
Moloney Securities Asset Management
Missouri
$845K
PS
1025
Planned Solutions
California
$842K