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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
CP
1201
Creekside Partners
California
$525K
CPA
1202
Cardiff Park Advisors
California
$522K
CCP
1203
Clarkston Capital Partners
Michigan
$520K
NAS
1204
Nicolet Advisory Services
Wisconsin
$516K
FSBI
1205
Fearless Solutions (Best Invest)
Texas
$515K
BAG
1206
Bridgewealth Advisory Group
California
$514K
BW
1207
Basepoint Wealth
Iowa
$511K
FB
1208
Fulton Bank
Pennsylvania
$508K
PP
1209
PDS Planning
Ohio
$507K
EWA
1210
Emergent Wealth Advisors
New York
$506K
SSWM
1211
Smith Salley Wealth Management
North Carolina
$504K
ALWM
1212
Andrews Lucia Wealth Management
California
$501K
OFS
1213
Oldfather Financial Services
Nebraska
$499K
MIM
1214
Macroview Investment Management
Maryland
$498K
SAM
1215
Strategy Asset Managers
California
$497K
RMC
1216
Ring Mountain Capital
California
$497K
PCM
1217
Prelude Capital Management
New York
$496K
WC
1218
Wolfstich Capital
Massachusetts
$493K
CWA
1219
CM Wealth Advisors
Ohio
$492K
UWPG
1220
Ullmann Wealth Partners Group
Florida
$490K
SPA
1221
Sentinel Pension Advisors
Massachusetts
$489K
MG
1222
Mather Group
Illinois
$488K
OFG
1223
Omega Financial Group
California
$487K
GGI
1224
Godsey & Gibb Inc
Virginia
$487K
CWG
1225
Cornerstone Wealth Group
North Carolina
$485K