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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, 753 increasing their positions, 731 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
IA
151
IFP Advisors
Florida
$21.2M
RCM
152
Richardson Capital Management
Wisconsin
$21.2M
EWA
153
Exencial Wealth Advisors
Oklahoma
$21M
PAS
154
Park Avenue Securities
New York
$20.9M
CRC
155
Curi RMB Capital
Illinois
$20.8M
OIA
156
OneDigital Investment Advisors
Kansas
$20.8M
MAFA
157
MJT & Associates Financial Advisory
Minnesota
$20.7M
PA
158
PFG Advisors
Arizona
$20.7M
Citigroup
159
Citigroup
New York
$20.4M
WFPG
160
Waller Financial Planning Group
Ohio
$20M
LNB
161
Ledyard National Bank
$20M
MNA
162
Manning & Napier Advisors
New York
$20M
RW
163
Regimen Wealth
Georgia
$19.8M
PWP
164
Principle Wealth Partners
Connecticut
$19.6M
AP
165
Advisors Preferred
Maryland
$19.5M
AAS
166
Ameritas Advisory Services
Nebraska
$19.5M
PSIWM
167
Paradigm Strategies in Wealth Management
Minnesota
$19.4M
GWM
168
Global Wealth Management
New Jersey
$19.4M
RA
169
RFG Advisory
Alabama
$19.2M
IAN
170
Integrated Advisors Network
Texas
$19.2M
DI
171
DAGCO Inc
Ohio
$19.1M
EF
172
Elite Financial
Idaho
$19M
VVP
173
Venture Visionary Partners
Ohio
$18.9M
SEP
174
Southland Equity Partners
Missouri
$18.9M
ET
175
Equitable Trust
Tennessee
$18.9M