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Schwab US Dividend Equity ETF

1,790 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 126 funds opening new positions, 754 increasing their positions, 739 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
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

Top Buyers

1 +$847M
2 +$761M
3 +$103M
4
Lido Advisors
Lido Advisors
California
+$32.3M
5
Cerity Partners
Cerity Partners
New York
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
76
Northwest Quadrant Wealth Management
Oregon
$43.4M
SAM
77
Securian Asset Management
Minnesota
$43.2M
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$42.9M
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$42.7M
EH
80
Equitable Holdings
New York
$42.1M
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$41.6M
AF
82
Apexium Financial
Texas
$41.5M
HWM
83
HB Wealth Management
Georgia
$40.9M
PA
84
Pinnacle Associates
New York
$40.3M
LS
85
Leelyn Smith
Illinois
$40.1M
CWM
86
Cedar Wealth Management
California
$39.5M
AFA
87
American Financial Advisors
Georgia
$38.1M
ACA
88
Aptus Capital Advisors
Alabama
$37.7M
NFW
89
Noble Family Wealth
Florida
$37.4M
PD
90
Planning Directions
Pennsylvania
$37.2M
CL
91
Choreo LLC
Illinois
$37.2M
SI
92
Stephens Inc
Arkansas
$36.2M
FPAS
93
Focus Partners Advisor Solutions
Missouri
$36.2M
FWM
94
ForthRight Wealth Management
Georgia
$34.4M
LPAM
95
Lodestar Private Asset Management
California
$33.5M
CFS
96
CRA Financial Services
New Jersey
$33M
William Blair & Company
97
William Blair & Company
Illinois
$33M
VDI
98
Vaughan David Investments
Illinois
$32.9M
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$32.8M
CFP
100
Curran Financial Partners
South Carolina
$32.7M