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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
GAM
1151
Gemmer Asset Management
California
$620K
BIM
1152
Baldwin Investment Management
Pennsylvania
$618K
JFG
1153
Jefferies Financial Group
New York
$618K
BCMLT
1154
Beacon Capital Management LLC (Tennessee)
Tennessee
$610K
BCG
1155
Breakwater Capital Group
New Jersey
$610K
GWSG
1156
GPS Wealth Strategies Group
Colorado
$610K
TPW
1157
Tiller Private Wealth
Pennsylvania
$606K
AFW
1158
Avantra Family Wealth
Pennsylvania
$605K
FA
1159
Flagstar Advisors
New York
$603K
CPIA
1160
Cornell Pochily Investment Advisors
New York
$602K
FW
1161
Fairway Wealth
Ohio
$599K
IPAM
1162
Investment Partners Asset Management
New Jersey
$598K
MCP
1163
Martin Capital Partners
Oregon
$598K
S
1164
SignatureFD
Georgia
$596K
MCCP
1165
Mission Creek Capital Partners
California
$589K
STA
1166
Summit Trail Advisors
New York
$588K
AF
1167
Aldebaran Financial
$587K
OFS
1168
OMC Financial Services
New York
$586K
SL
1169
Salomon & Ludwin
Virginia
$585K
AWA
1170
Arete Wealth Advisors
Illinois
$583K
BKA
1171
Brick & Kyle Associates
Pennsylvania
$577K
AO
1172
Advisor OS
Illinois
$574K
NG
1173
Novem Group
New York
$574K
T
1174
Tidemark
California
$573K
SWA
1175
Strata Wealth Advisors
Texas
$570K