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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
SAM
1126
SP Asset Management
California
$651K
Russell Investments Group
1127
Russell Investments Group
United Kingdom
$649K
MHR
1128
Matthew Hamilton Rosenberg
$648K
WJWM
1129
Williams Jones Wealth Management
New York
$643K
SA
1130
Stewardship Advisors
Pennsylvania
$642K
Federated Hermes
1131
Federated Hermes
Pennsylvania
$641K
AP
1132
Appleton Partners
Massachusetts
$639K
LWM
1133
Lyell Wealth Management
California
$637K
SHJ
1134
Sharkey, Howes & Javer
Colorado
$634K
CC
1135
Cypress Capital
Tennessee
$633K
FFC
1136
First Financial Corp
Indiana
$629K
GSWM
1137
Golden State Wealth Management
California
$628K
PFA
1138
Pure Financial Advisors
California
$628K
FC
1139
Fulcrum Capital
Washington
$625K
CCA
1140
Conservest Capital Advisors
Pennsylvania
$622K
SWA
1141
SOA Wealth Advisors
New York
$622K
DWA
1142
Delap Wealth Advisory
Oregon
$621K
DQRIM
1143
Dale Q Rice Investment Management
Washington
$621K
GAM
1144
Gemmer Asset Management
California
$620K
BIM
1145
Baldwin Investment Management
Pennsylvania
$618K
JFG
1146
Jefferies Financial Group
New York
$618K
BCMLT
1147
Beacon Capital Management LLC (Tennessee)
Tennessee
$610K
BCG
1148
Breakwater Capital Group
New Jersey
$610K
GWSG
1149
GPS Wealth Strategies Group
Colorado
$610K
TPW
1150
Tiller Private Wealth
Pennsylvania
$606K