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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
PIMG
401
Patriot Investment Management Group
Tennessee
$6.87M
YLHM
402
Yelin Lapidot Holdings Management
Israel
$6.87M
HWM
403
HRC Wealth Management
Idaho
$6.86M
FMC
404
First Merchants Corp
Indiana
$6.85M
TF
405
Tudor Financial
Ohio
$6.85M
CS
406
Crescent Sterling
Louisiana
$6.85M
DCM
407
Donaldson Capital Management
Indiana
$6.82M
LSIA
408
LaSalle St. Investment Advisors
Illinois
$6.82M
SWA
409
Stratos Wealth Advisors
Ohio
$6.74M
CA
410
CapWealth Advisors
Tennessee
$6.72M
VWA
411
Visionary Wealth Advisors
Illinois
$6.68M
SWP
412
Strategic Wealth Partners
Ohio
$6.67M
CF
413
Cyr Financial
Illinois
$6.67M
CA
414
CoreCap Advisors
Michigan
$6.64M
HNWAG
415
High Net Worth Advisory Group
Florida
$6.49M
CPIG
416
Chicago Partners Investment Group
Illinois
$6.47M
FT
417
Fiduciary Trust
Massachusetts
$6.45M
MFF
418
Michels Family Financial
Texas
$6.42M
CAC
419
Certified Advisory Corp
Florida
$6.39M
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$6.38M
AAA
421
Adams Asset Advisors
Texas
$6.32M
GFG
422
Goldstone Financial Group
Illinois
$6.32M
MWS
423
MFA Wealth Services
California
$6.27M
TF
424
Trek Financial
Arizona
$6.25M
IA
425
IFG Advisory
Georgia
$6.24M