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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
CWM
1176
Centurion Wealth Management
Virginia
$553K
CWM
1177
Calamos Wealth Management
Illinois
$552K
CT
1178
Colonial Trust
South Carolina
$552K
BWP
1179
Balboa Wealth Partners
Arizona
$550K
KFA
1180
Kelleher Financial Advisors
New York
$547K
TP
1181
Tranquility Partners
Tennessee
$544K
BAAM
1182
Baker Avenue Asset Management
California
$537K
CSI
1183
Cross Staff Investments
New York
$536K
MCP
1184
Mirador Capital Partners
California
$534K
OWP
1185
Obermeyer Wealth Partners
Colorado
$534K
IWM
1186
Iams Wealth Management
Nebraska
$534K
FCP
1187
Fidelis Capital Partners
Florida
$532K
EGM
1188
Engineers Gate Manager
New York
$531K
SIC
1189
Sigma Investment Counselors
Michigan
$530K
MWP
1190
Madison Wealth Partners
Wisconsin
$528K
PK
1191
Pflug Koory
Nebraska
$526K
SHA
1192
Seneca House Advisors
Virginia
$525K
CP
1193
Creekside Partners
California
$525K
CPA
1194
Cardiff Park Advisors
California
$522K
CCP
1195
Clarkston Capital Partners
Michigan
$520K
NAS
1196
Nicolet Advisory Services
Wisconsin
$516K
FSBI
1197
Fearless Solutions (Best Invest)
Texas
$515K
BAG
1198
Bridgewealth Advisory Group
California
$514K
BW
1199
Basepoint Wealth
Iowa
$511K
FB
1200
Fulton Bank
Pennsylvania
$508K