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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
MDA
1726
Minot DeBlois Advisors
Massachusetts
$6.83K
B
1727
Birchbrook
Maine
$6.77K
FMP
1728
Financial Management Professionals
Texas
$6.14K
WPWM
1729
Western Pacific Wealth Management
Illinois
$5.91K
CCMI
1730
Creative Capital Management Investments
California
$5.49K
BHWM
1731
Beaird Harris Wealth Management
Texas
$5.41K
TFM
1732
TFC Financial Management
Massachusetts
$4.94K
CNBTD
1733
Citizens National Bank Trust Department
Mississippi
$4.91K
GCM
1734
Gables Capital Management
Florida
$4.75K
KWM
1735
Kiker Wealth Management
Georgia
$4.5K
AFWM
1736
Abich Financial Wealth Management
Virginia
$4.34K
RWA
1737
Redmont Wealth Advisors
Illinois
$4.26K
KA
1738
Kozak & Associates
Colorado
$4.21K
VFM
1739
Vision Financial Markets
Connecticut
$4.09K
AW
1740
Avion Wealth
Texas
$4K
ETC
1741
Exchange Traded Concepts
Oklahoma
$3.99K
WPA
1742
Wealth Preservation Advisors
Tennessee
$3.85K
LWMI
1743
Legacy Wealth Management (Idaho)
Idaho
$3.74K
SN
1744
Sittner & Nelson
Oregon
$3.44K
WAS
1745
Winch Advisory Services
Wisconsin
$3.38K
PFA
1746
Pathway Financial Advisers
Indiana
$3.37K
PWM
1747
Proathlete Wealth Management
Florida
$3.3K
GPI
1748
General Partner Inc
Pennsylvania
$3.28K
CCM
1749
Chilton Capital Management
Texas
$2.73K
BNP Paribas Financial Markets
1750
BNP Paribas Financial Markets
France
$2.62K