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Schwab US Dividend Equity ETF

1,766 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, 726 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
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
AFW
1151
Avantra Family Wealth
Pennsylvania
$605K
FA
1152
Flagstar Advisors
New York
$603K
CPIA
1153
Cornell Pochily Investment Advisors
New York
$602K
FW
1154
Fairway Wealth
Ohio
$599K
IPAM
1155
Investment Partners Asset Management
New Jersey
$598K
MCP
1156
Martin Capital Partners
Oregon
$598K
S
1157
SignatureFD
Georgia
$596K
MCCP
1158
Mission Creek Capital Partners
California
$589K
STA
1159
Summit Trail Advisors
New York
$588K
AF
1160
Aldebaran Financial
$587K
OFS
1161
OMC Financial Services
New York
$586K
SL
1162
Salomon & Ludwin
Virginia
$585K
AWA
1163
Arete Wealth Advisors
Illinois
$583K
BKA
1164
Brick & Kyle Associates
Pennsylvania
$577K
AO
1165
Advisor OS
Illinois
$574K
NG
1166
Novem Group
New York
$574K
T
1167
Tidemark
California
$573K
SWA
1168
Strata Wealth Advisors
Texas
$570K
VPIM
1169
Vanguard Personalized Indexing Management
California
$569K
VV
1170
Verity & Verity
South Carolina
$568K
FA
1171
FC Advisory
Pennsylvania
$567K
LWA
1172
Lantern Wealth Advisors
New York
$564K
PMSA
1173
Patrick M. Sweeney & Associates
Illinois
$563K
CFS
1174
Commonwealth Financial Services
West Virginia
$563K
BFC
1175
Bedel Financial Consulting
Indiana
$555K