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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
SAM
76
Securian Asset Management
Minnesota
$43.2M
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$42.9M
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$42.7M
EH
79
Equitable Holdings
New York
$42.1M
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$41.6M
AF
81
Apexium Financial
Texas
$41.5M
HWM
82
HB Wealth Management
Georgia
$40.9M
PA
83
Pinnacle Associates
New York
$40.3M
LS
84
Leelyn Smith
Illinois
$40.1M
CWM
85
Cedar Wealth Management
California
$39.5M
AFA
86
American Financial Advisors
Georgia
$38.1M
ACA
87
Aptus Capital Advisors
Alabama
$37.7M
NFW
88
Noble Family Wealth
Florida
$37.4M
PD
89
Planning Directions
Pennsylvania
$37.2M
CL
90
Choreo LLC
Illinois
$37.2M
SI
91
Stephens Inc
Arkansas
$36.2M
FPAS
92
Focus Partners Advisor Solutions
Missouri
$36.2M
NRI
93
NFP Retirement Inc
California
$34.9M
FWM
94
ForthRight Wealth Management
Georgia
$34.4M
LPAM
95
Lodestar Private Asset Management
California
$33.5M
CFS
96
CRA Financial Services
New Jersey
$33M
William Blair & Company
97
William Blair & Company
Illinois
$33M
VDI
98
Vaughan David Investments
Illinois
$32.9M
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$32.8M
CFP
100
Curran Financial Partners
South Carolina
$32.7M