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Schwab US Dividend Equity ETF

1,763 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 826 increasing their positions, 627 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
23.63%
Holding in Top 10
241
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-14.54%
% of All Funds
3.23%
New
130
Increased
826
Reduced
627
Closed
113
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
726
Blue Capital Inc
Nebraska
$2.44M +$2.44M +92,094 New
SFPG
727
Stonebridge Financial Planning Group
Florida
$2.43M -$13.1K -494 -0.5%
WWA
728
WCG Wealth Advisors
Nevada
$2.43M -$326K -12,316 -12%
CT
729
Clearstead Trust
Maine
$2.41M +$4.45K +168 +0.2%
VA
730
Vident Advisory
Georgia
$2.41M -$56.6K -2,135 -2%
JWBC
731
John W. Brooker & Co
California
$2.4M -$6.2M -225,410 -72%
BWP
732
BlueStem Wealth Partners
Minnesota
$2.39M +$455K +17,174 +24%
AWP
733
Atlas Wealth Partners
Pennsylvania
$2.39M +$30.3K +1,145 +1%
BWAM
734
Boyd Watterson Asset Management
Ohio
$2.38M
BAM
735
Berkshire Asset Management
Pennsylvania
$2.37M +$8.45K +319 +0.4%
WCG
736
Weaver Consulting Group
California
$2.35M -$170K -6,433 -7%
EA
737
Enclave Advisors
Texas
$2.35M -$145K -5,473 -6%
PCM
738
Pennsylvania Capital Management
Pennsylvania
$2.34M -$137K -5,173 -6%
BBPWM
739
Blue Bell Private Wealth Management
Pennsylvania
$2.34M -$8.16K -308 -0.3%
SIM
740
Stratos Investment Management
Ohio
$2.32M -$29.1M -1,099,282 -93%
RAG
741
RIA Advisory Group
Iowa
$2.31M +$92.1K +3,476 +4%
FA
742
Freestate Advisors
Kansas
$2.31M +$132K +4,969 +6%
NFTC
743
North Forty Two & Co
Oregon
$2.3M +$171K +6,450 +8%
OWM
744
Opes Wealth Management
California
$2.27M -$19.5K -735 -0.8%
GWWM
745
Great Waters Wealth Management
Minnesota
$2.27M -$42.2K -1,594 -2%
M
746
MYeCFO
California
$2.25M +$15.2K +572 +0.7%
AL
747
ACAS LLC
California
$2.25M -$32.4K -1,181 -1%
BBA
748
BLB&B Advisors
Pennsylvania
$2.25M -$135K -5,098 -6%
CPP
749
Capasso Planning Partners
South Carolina
$2.25M -$488K -18,397 -18%
AWM
750
Aprio Wealth Management
Georgia
$2.25M +$28.5K +1,074 +1%