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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
CCA
1176
Cobblestone Capital Advisors
New York
$554K
CWM
1177
Centurion Wealth Management
Virginia
$553K
CWM
1178
Calamos Wealth Management
Illinois
$552K
CT
1179
Colonial Trust
South Carolina
$552K
BWP
1180
Balboa Wealth Partners
Arizona
$550K
KFA
1181
Kelleher Financial Advisors
New York
$547K
TP
1182
Tranquility Partners
Tennessee
$544K
BAAM
1183
Baker Avenue Asset Management
California
$537K
CSI
1184
Cross Staff Investments
New York
$536K
MCP
1185
Mirador Capital Partners
California
$534K
OWP
1186
Obermeyer Wealth Partners
Colorado
$534K
IWM
1187
Iams Wealth Management
Nebraska
$534K
FCP
1188
Fidelis Capital Partners
Florida
$532K
EGM
1189
Engineers Gate Manager
New York
$531K
SIC
1190
Sigma Investment Counselors
Michigan
$530K
MWP
1191
Madison Wealth Partners
Wisconsin
$528K
PK
1192
Pflug Koory
Nebraska
$526K
SHA
1193
Seneca House Advisors
Virginia
$525K
CP
1194
Creekside Partners
California
$525K
CPA
1195
Cardiff Park Advisors
California
$522K
CCP
1196
Clarkston Capital Partners
Michigan
$520K
NAS
1197
Nicolet Advisory Services
Wisconsin
$516K
FSBI
1198
Fearless Solutions (Best Invest)
Texas
$515K
BAG
1199
Bridgewealth Advisory Group
California
$514K
BW
1200
Basepoint Wealth
Iowa
$511K