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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
BTWM
951
Baker Tilly Wealth Management
Wisconsin
$1.08M
VA
952
VestGen Advisors
Illinois
$1.07M
MCM
953
MidAtlantic Capital Management
Virginia
$1.07M
VP
954
Verum Partners
North Carolina
$1.07M
CWM
955
Collaborative Wealth Management
Florida
$1.07M
GJIA
956
Glass Jacobson Investment Advisors
Maryland
$1.07M
CA
957
Clune & Associates
Illinois
$1.06M
MCA
958
Magnolia Capital Advisors
Mississippi
$1.06M
HWA
959
Heritage Wealth Architects
Minnesota
$1.06M
GAM
960
Gotham Asset Management
New York
$1.05M
RK
961
Rather & Kittrell
Tennessee
$1.05M
CCM
962
Colorado Capital Management
Colorado
$1.04M
KLCM
963
KG&L Capital Management
Louisiana
$1.03M
SIMC
964
Squire Investment Management Company
Utah
$1.02M
TCM
965
TD Capital Management
Tennessee
$1.02M
IWP
966
Insight Wealth Partners
Texas
$1.02M
AIA
967
Ally Invest Advisors
North Carolina
$1.02M
MWM
968
Modera Wealth Management
New Jersey
$1.02M
ACM
969
Advance Capital Management
Michigan
$1.01M
CHJWM
970
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.01M
CNFG
971
Creegan & Nassoura Financial Group
New Hampshire
$1M
GWP
972
Gateway Wealth Partners
Wisconsin
$998K
VCWA
973
Vanguard Capital Wealth Advisors
Colorado
$998K
FWP
974
FAS Wealth Partners
Kansas
$992K
CAMG
975
CWA Asset Management Group
Florida
$991K