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Schwab US Dividend Equity ETF

1,781 hedge funds and large institutions have $22.2B invested in Schwab US Dividend Equity ETF in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 753 increasing their positions, 731 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,781
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
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
1176
Vanguard Personalized Indexing Management
California
$569K
VV
1177
Verity & Verity
South Carolina
$568K
FA
1178
FC Advisory
Pennsylvania
$567K
LWA
1179
Lantern Wealth Advisors
New York
$564K
PMSA
1180
Patrick M. Sweeney & Associates
Illinois
$563K
CFS
1181
Commonwealth Financial Services
West Virginia
$563K
BFC
1182
Bedel Financial Consulting
Indiana
$555K
CCA
1183
Cobblestone Capital Advisors
New York
$554K
CWM
1184
Centurion Wealth Management
Virginia
$553K
CWM
1185
Calamos Wealth Management
Illinois
$552K
CT
1186
Colonial Trust
South Carolina
$552K
BWP
1187
Balboa Wealth Partners
Arizona
$550K
KFA
1188
Kelleher Financial Advisors
New York
$547K
TP
1189
Tranquility Partners
Tennessee
$544K
BAAM
1190
Baker Avenue Asset Management
California
$537K
CSI
1191
Cross Staff Investments
New York
$536K
MCP
1192
Mirador Capital Partners
California
$534K
OWP
1193
Obermeyer Wealth Partners
Colorado
$534K
IWM
1194
Iams Wealth Management
Nebraska
$534K
FCP
1195
Fidelis Capital Partners
Florida
$532K
EGM
1196
Engineers Gate Manager
New York
$531K
SIC
1197
Sigma Investment Counselors
Michigan
$530K
MWP
1198
Madison Wealth Partners
Wisconsin
$528K
PK
1199
Pflug Koory
Nebraska
$526K
SHA
1200
Seneca House Advisors
Virginia
$525K