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Schwab US Dividend Equity ETF

1,765 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, 725 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
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
NAM
1376
NorthCrest Asset Manangement
Minnesota
$337K
OL
1377
Owen LaRue
Kentucky
$336K
FPCG
1378
Forum Private Client Group
Indiana
$335K
HKIMG
1379
Hutchens & Kramer Investment Management Group
Indiana
$334K
GAA
1380
Global Assets Advisory
Florida
$331K
JCM
1381
J2 Capital Management
Michigan
$331K
SIC
1382
Sage Investment Counsel
Tennessee
$330K
RCAG
1383
Rehmann Capital Advisory Group
Michigan
$330K
HIS
1384
Horizon Investment Services
Indiana
$329K
IPWA
1385
International Private Wealth Advisors
California
$328K
SW
1386
SkyOak Wealth
Michigan
$327K
MAM
1387
Milestone Asset Management
Pennsylvania
$326K
VT
1388
Vise Technologies
New York
$326K
Millennium Management
1389
Millennium Management
New York
$325K
VCM
1390
Versant Capital Management
Arizona
$324K
GAM
1391
Grandview Asset Management
Pennsylvania
$322K
BCP
1392
Blue Chip Partners
Michigan
$322K
SPWM
1393
Straight Path Wealth Management
Michigan
$321K
PWM
1394
PTM Wealth Management
United States
$319K
LFP
1395
Leeward Financial Partners
Washington
$318K
SWM
1396
SK Wealth Management
Rhode Island
$318K
FFG
1397
Frisch Financial Group
New York
$318K
LSPW
1398
Lake Street Private Wealth
Illinois
$317K
ONB
1399
Old National Bancorp
Indiana
$316K
BTI
1400
Blue Trust Inc
Georgia
$314K