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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
RCM
151
Richardson Capital Management
Wisconsin
$21.2M
EWA
152
Exencial Wealth Advisors
Oklahoma
$21M
PAS
153
Park Avenue Securities
New York
$20.9M
CRC
154
Curi RMB Capital
Illinois
$20.8M
OIA
155
OneDigital Investment Advisors
Kansas
$20.8M
MAFA
156
MJT & Associates Financial Advisory
Minnesota
$20.7M
PA
157
PFG Advisors
Arizona
$20.7M
Citigroup
158
Citigroup
New York
$20.4M
WFPG
159
Waller Financial Planning Group
Ohio
$20M
LNB
160
Ledyard National Bank
$20M
MNA
161
Manning & Napier Advisors
New York
$20M
RW
162
Regimen Wealth
Georgia
$19.8M
PWP
163
Principle Wealth Partners
Connecticut
$19.6M
AP
164
Advisors Preferred
Maryland
$19.5M
AAS
165
Ameritas Advisory Services
Nebraska
$19.5M
PSIWM
166
Paradigm Strategies in Wealth Management
Minnesota
$19.4M
GWM
167
Global Wealth Management
New Jersey
$19.4M
RA
168
RFG Advisory
Alabama
$19.2M
IAN
169
Integrated Advisors Network
Texas
$19.2M
DI
170
DAGCO Inc
Ohio
$19.1M
EF
171
Elite Financial
Idaho
$19M
VVP
172
Venture Visionary Partners
Ohio
$18.9M
SEP
173
Southland Equity Partners
Missouri
$18.9M
ET
174
Equitable Trust
Tennessee
$18.9M
BCM
175
Brookstone Capital Management
Illinois
$18.7M