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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
SAM
951
Secure Asset Management
Michigan
$1.1M
AL
952
Aspiriant LLC
California
$1.09M
BlackRock
953
BlackRock
New York
$1.09M
NCM
954
Next Capital Management
New York
$1.09M
TIA
955
Traphagen Investment Advisors
New Jersey
$1.08M
YWM
956
Yoder Wealth Management
California
$1.08M
WCFA
957
Walkner Condon Financial Advisors
Wisconsin
$1.08M
BTWM
958
Baker Tilly Wealth Management
Wisconsin
$1.08M
VA
959
VestGen Advisors
Illinois
$1.07M
MCM
960
MidAtlantic Capital Management
Virginia
$1.07M
VP
961
Verum Partners
North Carolina
$1.07M
CWM
962
Collaborative Wealth Management
Florida
$1.07M
GJIA
963
Glass Jacobson Investment Advisors
Maryland
$1.07M
CA
964
Clune & Associates
Illinois
$1.06M
MCA
965
Magnolia Capital Advisors
Mississippi
$1.06M
HWA
966
Heritage Wealth Architects
Minnesota
$1.06M
GAM
967
Gotham Asset Management
New York
$1.05M
RK
968
Rather & Kittrell
Tennessee
$1.05M
CCM
969
Colorado Capital Management
Colorado
$1.04M
KLCM
970
KG&L Capital Management
Louisiana
$1.03M
SIMC
971
Squire Investment Management Company
Utah
$1.02M
TCM
972
TD Capital Management
Tennessee
$1.02M
IWP
973
Insight Wealth Partners
Texas
$1.02M
AIA
974
Ally Invest Advisors
North Carolina
$1.02M
MWM
975
Modera Wealth Management
New Jersey
$1.02M