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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 %
DC
1026
Darrow Company
Massachusetts
$855K -$1.3K -49 -0.2%
MC
1027
Moors & Cabot
Massachusetts
$854K +$212K +7,994 +33%
RAS
1028
RPS Advisory Solutions
Kentucky
$854K +$354K +13,355 +71%
FSC
1029
Full Sail Capital
Oklahoma
$846K -$59.9K -2,261 -7%
DFG
1030
Demars Financial Group
Washington
$842K -$21.2M -801,337 -96%
SP
1031
SWS Partners
Ohio
$834K +$292 +11 +0%
PA
1032
Probity Advisors
Texas
$831K +$50.1K +1,892 +6%
CWM
1033
Cornerstone Wealth Management
Missouri
$830K -$769 -29 -0.1%
BWL
1034
Bogart Wealth LLC
Virginia
$830K +$256K +9,673 +45%
BONH
1035
Bank of New Hampshire
New Hampshire
$829K +$18.3K +690 +2%
WAM
1036
Wernau Asset Management
Massachusetts
$827K
RRA
1037
Round Rock Advisors
Connecticut
$825K -$9.7K -366 -1%
MSAM
1038
Moloney Securities Asset Management
Missouri
$824K +$1.38K +52 +0.2%
ACM
1039
Avalon Capital Management
California
$823K
BC
1040
Barnett & Company
Tennessee
$820K -$15.9K -601 -2%
LIM
1041
Loudon Investment Management
New Hampshire
$819K -$8.35K -315 -1%
IFWM
1042
Institute for Wealth Management
Colorado
$810K +$3.26K +123 +0.4%
AA
1043
Ancora Advisors
Ohio
$809K +$33.4K +1,259 +4%
TIA
1044
Traphagen Investment Advisors
New Jersey
$808K +$33.2K +1,252 +4%
MM
1045
Meridian Management
Arkansas
$806K +$806K +30,398 New
XT
1046
XTX Topco
Cayman Islands
$805K +$805K +30,380 New
SCTC
1047
Sanibel Captiva Trust Company
Florida
$800K
OC
1048
Oarsman Capital
Wisconsin
$797K +$30.4K +1,146 +4%
WCWM
1049
Wooster Corthell Wealth Management
Connecticut
$793K +$87.8K +3,315 +12%
CWM
1050
Connecticut Wealth Management
Connecticut
$784K +$11.6K +437 +1%