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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 %
WKSWA
751
White Knight Strategic Wealth Advisors
New Jersey
$2.23M -$6.12K -231 -0.3%
CPC
752
Consolidated Planning Corp
Georgia
$2.22M -$43K -1,621 -2%
BWMG
753
Barnes Wealth Management Group
California
$2.22M -$14.2K -537 -0.6%
CFD
754
Creative Financial Designs
Indiana
$2.22M +$103K +3,898 +5%
RMP
755
Richards, Merrill & Peterson
Washington
$2.21M +$241K +9,098 +12%
SFO
756
Stokes Family Office
Louisiana
$2.21M +$33.5K +1,266 +2%
HC
757
Hurley Capital
New York
$2.21M +$293K +11,055 +15%
V
758
ViaWealth
Kansas
$2.2M -$723K -27,299 -25%
KF
759
Krilogy Financial
Missouri
$2.19M -$3.82K -144 -0.2%
PPW
760
Pasadena Private Wealth
California
$2.19M +$65.6K +2,475 +3%
FNBOMD
761
First National Bank of Mount Dora
Florida
$2.18M
SWM
762
SpringVest Wealth Management
Texas
$2.18M -$504K -19,016 -19%
DW30
763
Drucker Wealth 3.0
New Jersey
$2.17M +$2.17M +79,488 New
BL
764
Balentine LLC
Georgia
$2.16M +$2.07M +78,015 +2,265%
BSB
765
Bangor Savings Bank
Maine
$2.16M +$73.4K +2,771 +4%
WFS
766
WealthGarden F.S.
California
$2.15M -$504 -19 -0%
GS
767
GWN Securities
Florida
$2.15M -$8.78M -330,978 -80%
FA
768
Fermata Advisors
California
$2.14M -$325K -12,250 -13%
EWM
769
Empirical Wealth Management
Washington
$2.12M +$278K +10,478 +15%
SHFP
770
Second Half Financial Partners
Florida
$2.1M -$3.95M -149,114 -65%
OW
771
Olistico Wealth
Oklahoma
$2.09M +$1.56M +58,882 +293%
WWC
772
Waypoint Wealth Counsel
Georgia
$2.09M +$17.7K +669 +0.9%
PFA
773
Petra Financial Advisors
Colorado
$2.08M -$53.1K -2,005 -2%
SSA
774
Schonfeld Strategic Advisors
New York
$2.08M +$2.08M +78,500 New
RPGNY
775
Retirement Planning Group (New York)
New York
$2.07M +$1.2M +45,118 +137%