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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
TF
1726
Tompkins Financial
New York
$12.9K
HNW
1727
High Note Wealth
Minnesota
$12.3K
CT
1728
Coastline Trust
Rhode Island
$12.3K
WOC
1729
West Oak Capital
California
$12.1K
VWA
1730
VSM Wealth Advisory
Maryland
$11.6K
CIAS
1731
CBIZ Investment Advisory Services
Ohio
$11.5K
IWP
1732
IAG Wealth Partners
Wisconsin
$10.8K
FG
1733
Fairman Group
Pennsylvania
$10.6K
NMG
1734
New Millennium Group
Utah
$9.62K
MSWM
1735
Mowery & Schoenfeld Wealth Management
Illinois
$9.38K
PWAM
1736
Private Wealth Asset Management
Iowa
$9.26K
GWS
1737
Greykasell Wealth Strategies
California
$9.01K
LWA
1738
Lowe Wealth Advisors
Maryland
$8.9K
LB
1739
Legacy Bridge
Iowa
$8.19K
NWMP
1740
Noble Wealth Management PBC
Colorado
$8.19K
MAS
1741
MPWM Advisory Solutions
Georgia
$7.37K
MDA
1742
Minot DeBlois Advisors
Massachusetts
$6.83K
B
1743
Birchbrook
Maine
$6.77K
FMP
1744
Financial Management Professionals
Texas
$6.14K
WPWM
1745
Western Pacific Wealth Management
Illinois
$5.91K
CCMI
1746
Creative Capital Management Investments
California
$5.49K
BHWM
1747
Beaird Harris Wealth Management
Texas
$5.41K
TFM
1748
TFC Financial Management
Massachusetts
$4.94K
CNBTD
1749
Citizens National Bank Trust Department
Mississippi
$4.91K
GCM
1750
Gables Capital Management
Florida
$4.75K