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Schwab US Dividend Equity ETF

1,790 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 126 funds opening new positions, 754 increasing their positions, 739 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
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

Top Buyers

1 +$847M
2 +$761M
3 +$103M
4
Lido Advisors
Lido Advisors
California
+$32.3M
5
Cerity Partners
Cerity Partners
New York
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PHWM
1826
Pine Harbor Wealth Management
Maryland
MCWA
1827
Meadow Creek Wealth Advisors
Georgia
CLP
1828
Charis Legacy Partners
Texas
WG
1829
Welch Group
Alabama
PBO
1830
Peoples Bank (Ohio)
Ohio
CCM
1831
Charter Capital Management
Wisconsin
RWM
1832
Revisor Wealth Management
Ohio
PCM
1833
Payne Capital Management
New York
LMKC
1834
L.M. Kohn & Company
Ohio
ACM
1835
AlphaStar Capital Management
North Carolina
ARC
1836
Advisor Resource Council
Texas
QWM
1837
Quadcap Wealth Management
Texas
DIA
1838
Dana Investment Advisors
Wisconsin
BRWM
1839
Blue Rock Wealth Management
North Carolina
LG
1840
Leuthold Group
Minnesota
MCM
1841
Mainstream Capital Management
California
GT
1842
Greenleaf Trust
Michigan
WA
1843
WESPAC Advisors
California
PFM
1844
Peak Financial Management
Massachusetts
KCM
1845
Kathmere Capital Management
Pennsylvania
BOC
1846
Bull Oak Capital
California
PA
1847
Perennial Advisors
New York
BWFA
1848
Baltimore-Washington Financial Advisors
Maryland
SFS
1849
Solitude Financial Services
Virginia
NCM
1850
Noesis Capital Mangement
Florida