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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
GTAM
1376
Global Trust Asset Management
Florida
$339K
NAM
1377
NorthCrest Asset Manangement
Minnesota
$337K
OL
1378
Owen LaRue
Kentucky
$336K
FPCG
1379
Forum Private Client Group
Indiana
$335K
HKIMG
1380
Hutchens & Kramer Investment Management Group
Indiana
$334K
GAA
1381
Global Assets Advisory
Florida
$331K
JCM
1382
J2 Capital Management
Michigan
$331K
SIC
1383
Sage Investment Counsel
Tennessee
$330K
RCAG
1384
Rehmann Capital Advisory Group
Michigan
$330K
HIS
1385
Horizon Investment Services
Indiana
$329K
IPWA
1386
International Private Wealth Advisors
California
$328K
SW
1387
SkyOak Wealth
Michigan
$327K
MAM
1388
Milestone Asset Management
Pennsylvania
$326K
VT
1389
Vise Technologies
New York
$326K
Millennium Management
1390
Millennium Management
New York
$325K
VCM
1391
Versant Capital Management
Arizona
$324K
GAM
1392
Grandview Asset Management
Pennsylvania
$322K
BCP
1393
Blue Chip Partners
Michigan
$322K
SPWM
1394
Straight Path Wealth Management
Michigan
$321K
PWM
1395
PTM Wealth Management
United States
$319K
LFP
1396
Leeward Financial Partners
Washington
$318K
SWM
1397
SK Wealth Management
Rhode Island
$318K
FFG
1398
Frisch Financial Group
New York
$318K
LSPW
1399
Lake Street Private Wealth
Illinois
$317K
ONB
1400
Old National Bancorp
Indiana
$316K