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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
FA
1151
Flagstar Advisors
New York
$603K
CPIA
1152
Cornell Pochily Investment Advisors
New York
$602K
FW
1153
Fairway Wealth
Ohio
$599K
IPAM
1154
Investment Partners Asset Management
New Jersey
$598K
MCP
1155
Martin Capital Partners
Oregon
$598K
S
1156
SignatureFD
Georgia
$596K
MCCP
1157
Mission Creek Capital Partners
California
$589K
STA
1158
Summit Trail Advisors
New York
$588K
AF
1159
Aldebaran Financial
$587K
OFS
1160
OMC Financial Services
New York
$586K
SL
1161
Salomon & Ludwin
Virginia
$585K
AWA
1162
Arete Wealth Advisors
Illinois
$583K
BKA
1163
Brick & Kyle Associates
Pennsylvania
$577K
AO
1164
Advisor OS
Illinois
$574K
NG
1165
Novem Group
New York
$574K
T
1166
Tidemark
California
$573K
SWA
1167
Strata Wealth Advisors
Texas
$570K
VPIM
1168
Vanguard Personalized Indexing Management
California
$569K
VV
1169
Verity & Verity
South Carolina
$568K
FA
1170
FC Advisory
Pennsylvania
$567K
LWA
1171
Lantern Wealth Advisors
New York
$564K
PMSA
1172
Patrick M. Sweeney & Associates
Illinois
$563K
CFS
1173
Commonwealth Financial Services
West Virginia
$563K
BFC
1174
Bedel Financial Consulting
Indiana
$555K
CCA
1175
Cobblestone Capital Advisors
New York
$554K