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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
FG
1851
Fiduciary Group
Georgia
TSMHT
1852
Thurston Springer Miller Herd & Titak
Indiana
BIG
1853
Brooklyn Investment Group
New York
MAWAG
1854
Mid-American Wealth Advisory Group
Missouri
CW
1855
Cooksen Wealth
Texas
BA
1856
Bellwether Advisors
Nebraska
RI
1857
Ridgewood Investments
New Jersey
TPWA
1858
Twin Peaks Wealth Advisors
California
SC
1859
Stephens Consulting
Michigan
GC
1860
Garde Capital
Washington
TIM
1861
Total Investment Management
Arizona
SSG
1862
Summit Securities Group
New York
VNIM
1863
Vaughan Nelson Investment Management
Texas
OWA
1864
Opal Wealth Advisors
New York
NWM
1865
Nova Wealth Management
Florida
RA
1866
Rise Advisors
New York
CCC
1867
Chelsea Counsel Company
California
ANBT
1868
American National Bank & Trust
Texas
SVCP
1869
Silicon Valley Capital Partners
California
CNBT
1870
Cornerstone National Bank & Trust
Illinois
HI
1871
Hoey Investments
Pennsylvania
SWIG
1872
Strategic Wealth Investment Group
Kentucky
EWA
1873
EQ Wealth Advisors
Texas
AP
1874
Aspect Partners
Virginia
BFP
1875
Briaud Financial Planning
Texas