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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
FDW
1701
Fourth Dimension Wealth
Ohio
$18.8K
WBC
1702
West Branch Capital
Massachusetts
$18.1K
SMA
1703
Sage Mountain Advisors
Georgia
$18K
AIP
1704
Ameritas Investment Partners
Nebraska
$17.6K
NECFA
1705
New England Capital Financial Advisors
Connecticut
$17.4K
WAG
1706
Windsor Advisory Group
Ohio
$15.5K
TVWM
1707
Tower View Wealth Management
Wisconsin
$15.1K
PCM
1708
Perritt Capital Management
Illinois
$14.9K
MCM
1709
Manchester Capital Management
Vermont
$13.7K
CCM
1710
Cloud Capital Management
Washington
$13K
TF
1711
Tompkins Financial
New York
$12.9K
HNW
1712
High Note Wealth
Minnesota
$12.3K
CT
1713
Coastline Trust
Rhode Island
$12.3K
WOC
1714
West Oak Capital
California
$12.1K
VWA
1715
VSM Wealth Advisory
Maryland
$11.6K
CIAS
1716
CBIZ Investment Advisory Services
Ohio
$11.5K
IWP
1717
IAG Wealth Partners
Wisconsin
$10.8K
FG
1718
Fairman Group
Pennsylvania
$10.6K
NMG
1719
New Millennium Group
Utah
$9.62K
MSWM
1720
Mowery & Schoenfeld Wealth Management
Illinois
$9.38K
PWAM
1721
Private Wealth Asset Management
Iowa
$9.26K
GWS
1722
Greykasell Wealth Strategies
California
$9.01K
LWA
1723
Lowe Wealth Advisors
Maryland
$8.9K
LB
1724
Legacy Bridge
Iowa
$8.19K
MAS
1725
MPWM Advisory Solutions
Georgia
$7.37K