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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 %
MPWT
976
MassMutual Private Wealth & Trust
Connecticut
$1.01M +$792K +29,875 +367%
AIP
977
Almanack Investment Partners
Pennsylvania
$999K +$53K +2,000 +6%
CCM
978
Colorado Capital Management
Colorado
$995K +$49.7K +1,875 +5%
HWA
979
Heritage Wealth Architects
Minnesota
$994K +$994K +37,520 New
CNFG
980
Creegan & Nassoura Financial Group
New Hampshire
$993K -$10.3K -390 -1%
CHJWM
981
Carlton Hofferkamp & Jenks Wealth Management
Texas
$985K +$49.4K +1,841 +5%
HTC
982
Haverford Trust Company
Pennsylvania
$982K -$79.6K -3,005 -8%
IIC
983
Ironwood Investment Counsel
Arizona
$981K -$518K -19,558 -35%
HIC
984
Holderness Investments Company
North Carolina
$973K +$412K +15,546 +73%
NCM
985
Narwhal Capital Management
Georgia
$967K +$10.6K +400 +1%
CWA
986
Clearview Wealth Advisors
Oregon
$966K -$3.5K -132 -0.4%
BWM
987
Buska Wealth Management
Wisconsin
$964K -$12.4K -468 -1%
CAMG
988
CWA Asset Management Group
Florida
$961K -$120K -4,511 -11%
MFA
989
Morling Financial Advisors
California
$956K -$40.2K -1,517 -4%
TNBTD
990
Trustmark National Bank Trust Department
Mississippi
$955K -$255K -9,635 -21%
IWP
991
Insight Wealth Partners
Texas
$951K +$143K +5,406 +18%
WCFA
992
Walkner Condon Financial Advisors
Wisconsin
$950K -$122K -4,605 -11%
FWP
993
FAS Wealth Partners
Kansas
$949K +$15.8K +596 +2%
AIA
994
Ally Invest Advisors
North Carolina
$947K -$67K -2,529 -7%
VCWA
995
Vanguard Capital Wealth Advisors
Colorado
$947K +$159K +5,991 +20%
FFG
996
First Financial Group
North Carolina
$941K -$1.3K -49 -0.1%
MWP
997
Meriwether Wealth & Planning
Louisiana
$937K -$259K -9,784 -22%
EIA
998
Eldridge Investment Advisors
New Hampshire
$937K -$2.02M -76,185 -68%
CW
999
Code Waechter
Florida
$932K
TPA
1000
Trivium Point Advisory
Connecticut
$930K -$81K -3,056 -8%