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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
PAS
151
Park Avenue Securities
New York
$20.9M
CRC
152
Curi RMB Capital
Illinois
$20.8M
OIA
153
OneDigital Investment Advisors
Kansas
$20.8M
MAFA
154
MJT & Associates Financial Advisory
Minnesota
$20.7M
PA
155
PFG Advisors
Arizona
$20.7M
Citigroup
156
Citigroup
New York
$20.4M
WFPG
157
Waller Financial Planning Group
Ohio
$20M
LNB
158
Ledyard National Bank
$20M
MNA
159
Manning & Napier Advisors
New York
$20M
RW
160
Regimen Wealth
Georgia
$19.8M
PWP
161
Principle Wealth Partners
Connecticut
$19.6M
AP
162
Advisors Preferred
Maryland
$19.5M
AAS
163
Ameritas Advisory Services
Nebraska
$19.5M
PSIWM
164
Paradigm Strategies in Wealth Management
Minnesota
$19.4M
GWM
165
Global Wealth Management
New Jersey
$19.4M
RA
166
RFG Advisory
Alabama
$19.2M
IAN
167
Integrated Advisors Network
Texas
$19.2M
DI
168
DAGCO Inc
Ohio
$19.1M
EF
169
Elite Financial
Idaho
$19M
VVP
170
Venture Visionary Partners
Ohio
$18.9M
SEP
171
Southland Equity Partners
Missouri
$18.9M
ET
172
Equitable Trust
Tennessee
$18.9M
BCM
173
Brookstone Capital Management
Illinois
$18.7M
FFA
174
Farther Finance Advisors
California
$18.5M
MGIA
175
Moneta Group Investment Advisors
Missouri
$18.4M