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Schwab US Dividend Equity ETF

1,769 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 125 funds opening new positions, 749 increasing their positions, 727 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
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
CWMK
526
Caliber Wealth Management (Kansas)
Kansas
$4.32M
VCWM
527
Vista Cima Wealth Management
Arizona
$4.31M
EWA
528
EverSource Wealth Advisors
Alabama
$4.28M
GPFA
529
Game Plan Financial Advisors
Ohio
$4.26M
HBW
530
Hazlett, Burt & Watson
West Virginia
$4.25M
WIM
531
WealthPlan Investment Management
Nebraska
$4.24M
RW
532
RVW Wealth
California
$4.24M
PFS
533
Prospera Financial Services
Texas
$4.13M
KNFPWM
534
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.12M
CF
535
Centaurus Financial
California
$4.07M
KFSN
536
Keystone Financial Services (Nebraska)
Nebraska
$4.07M
CA
537
Cresta Advisors
Texas
$4.06M
CNB
538
Camden National Bank
Maine
$4.06M
AWP
539
Axis Wealth Partners
Rhode Island
$4.04M
OPWM
540
Oxinas Partners Wealth Management
Indiana
$4M
Comerica Bank
541
Comerica Bank
Texas
$3.97M
NF
542
Nikulski Financial
Iowa
$3.95M
PCMN
543
Paradigm Capital Management (Nevada)
Nevada
$3.95M
GCA
544
Gradient Capital Advisors
California
$3.95M
WWM
545
Western Wealth Management
Colorado
$3.92M
LCM
546
LVM Capital Management
Michigan
$3.9M
Kovitz Investment Group Partners
547
Kovitz Investment Group Partners
Illinois
$3.89M
VWM
548
Vermillion Wealth Management
Minnesota
$3.88M
ANTB
549
AMG National Trust Bank
Colorado
$3.88M
NAS
550
NWF Advisory Services
California
$3.84M