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Schwab US Dividend Equity ETF

1,769 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 125 funds opening new positions, 749 increasing their positions, 727 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
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
FLPIM
401
F.L. Putnam Investment Management
Massachusetts
$6.92M
FIC
402
Family Investment Center
Missouri
$6.89M
PIMG
403
Patriot Investment Management Group
Tennessee
$6.87M
YLHM
404
Yelin Lapidot Holdings Management
Israel
$6.87M
HWM
405
HRC Wealth Management
Idaho
$6.86M
FMC
406
First Merchants Corp
Indiana
$6.85M
TF
407
Tudor Financial
Ohio
$6.85M
CS
408
Crescent Sterling
Louisiana
$6.85M
DCM
409
Donaldson Capital Management
Indiana
$6.82M
LSIA
410
LaSalle St. Investment Advisors
Illinois
$6.82M
SWA
411
Stratos Wealth Advisors
Ohio
$6.74M
CA
412
CapWealth Advisors
Tennessee
$6.72M
VWA
413
Visionary Wealth Advisors
Illinois
$6.68M
SWP
414
Strategic Wealth Partners
Ohio
$6.67M
CF
415
Cyr Financial
Illinois
$6.67M
CA
416
CoreCap Advisors
Michigan
$6.64M
HNWAG
417
High Net Worth Advisory Group
Florida
$6.49M
CPIG
418
Chicago Partners Investment Group
Illinois
$6.47M
FT
419
Fiduciary Trust
Massachusetts
$6.45M
MFF
420
Michels Family Financial
Texas
$6.42M
CAC
421
Certified Advisory Corp
Florida
$6.39M
CIBC Private Wealth Group
422
CIBC Private Wealth Group
Georgia
$6.38M
AAA
423
Adams Asset Advisors
Texas
$6.32M
GFG
424
Goldstone Financial Group
Illinois
$6.32M
MWS
425
MFA Wealth Services
California
$6.27M