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