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Schwab US Dividend Equity ETF

1,802 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, 757 increasing their positions, 745 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $134M | Put options by funds: $69.9M

45% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 87

5% more capital invested

Capital invested by funds: $21B → $22.2B (+$1.15B)

2% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 745

0.64% more ownership

Funds ownership: 30.43%31.07% (+0.64%)

0% more funds holding

Funds holding: 1,8001,802 (+2)

15% less funds holding in top 10

Funds holding in top 10: 246208 (-38)

Holders
1,802
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
23.65%
Holding in Top 10
208
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-15.45%
% of All Funds
2.73%
New
126
Increased
757
Reduced
745
Closed
87
Calls
$134M
Puts
$69.9M
Net Calls
+$64.2M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
151
Richardson Capital Management
Wisconsin
$21.2M -$23.1M -846,762 -52%
IA
152
IFP Advisors
Florida
$21.2M -$996K -36,493 -4%
EWA
153
Exencial Wealth Advisors
Oklahoma
$21M -$163K -5,972 -0.8%
PAS
154
Park Avenue Securities
New York
$20.9M -$2.62M -95,915 -11%
CRC
155
Curi RMB Capital
Illinois
$20.8M -$1.22M -44,847 -6%
OIA
156
OneDigital Investment Advisors
Kansas
$20.8M +$1.68M +61,602 +9%
MAFA
157
MJT & Associates Financial Advisory
Minnesota
$20.7M +$4.7M +172,335 +29%
PA
158
PFG Advisors
Arizona
$20.7M +$20.6M +756,647 New
Citigroup
159
Citigroup
New York
$20.4M +$3.81M +139,527 +23%
WFPG
160
Waller Financial Planning Group
Ohio
$20M +$126K +4,628 +0.6%
LNB
161
Ledyard National Bank
$20M +$673K +24,684 +3%
MNA
162
Manning & Napier Advisors
New York
$20M +$395K +14,486 +2%
RW
163
Regimen Wealth
Georgia
$19.8M +$46.7K +1,710 +0.2%
PWP
164
Principle Wealth Partners
Connecticut
$19.6M -$6.32M -231,538 -24%
AP
165
Advisors Preferred
Maryland
$19.5M +$1.01M +36,900 +5%
AAS
166
Ameritas Advisory Services
Nebraska
$19.5M -$12.5M -457,379 -39%
PSIWM
167
Paradigm Strategies in Wealth Management
Minnesota
$19.4M -$326K -11,947 -2%
GWM
168
Global Wealth Management
New Jersey
$19.4M -$49.6K -1,817 -0.3%
RA
169
RFG Advisory
Alabama
$19.2M -$4.48M -164,076 -19%
IAN
170
Integrated Advisors Network
Texas
$19.2M -$587K -21,500 -3%
DI
171
DAGCO Inc
Ohio
$19.1M -$925K -33,915 -5%
EF
172
Elite Financial
Idaho
$19M -$608K -22,303 -3%
VVP
173
Venture Visionary Partners
Ohio
$18.9M -$15.8M -580,181 -46%
SEP
174
Southland Equity Partners
Missouri
$18.9M -$66K -2,418 -0.3%
ET
175
Equitable Trust
Tennessee
$18.9M -$5.81M -213,020 -24%