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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, 752 increasing their positions, 732 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
JC
1376
JB Capital
Connecticut
$345K
ODG
1377
O'Dell Group
Ohio
$344K
WW
1378
Waterfront Wealth
Kansas
$344K
SSW
1379
Stone Summit Wealth
Florida
$343K
FWCM
1380
Ferguson Wellman Capital Management
Oregon
$341K
WTC
1381
WhitTier Trust Company
Nevada
$339K
FBC
1382
Fairfield, Bush & Co
Connecticut
$339K
GTAM
1383
Global Trust Asset Management
Florida
$339K
HIM
1384
Harbour Investment Management
Washington
$338K
NAM
1385
NorthCrest Asset Manangement
Minnesota
$337K
OL
1386
Owen LaRue
Kentucky
$336K
FPCG
1387
Forum Private Client Group
Indiana
$335K
HKIMG
1388
Hutchens & Kramer Investment Management Group
Indiana
$334K
GAA
1389
Global Assets Advisory
Florida
$331K
JCM
1390
J2 Capital Management
Michigan
$331K
SIC
1391
Sage Investment Counsel
Tennessee
$330K
RCAG
1392
Rehmann Capital Advisory Group
Michigan
$330K
HIS
1393
Horizon Investment Services
Indiana
$329K
IPWA
1394
International Private Wealth Advisors
California
$328K
SW
1395
SkyOak Wealth
Michigan
$327K
MAM
1396
Milestone Asset Management
Pennsylvania
$326K
VT
1397
Vise Technologies
New York
$326K
Millennium Management
1398
Millennium Management
New York
$325K
VCM
1399
Versant Capital Management
Arizona
$324K
GAM
1400
Grandview Asset Management
Pennsylvania
$322K