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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 %
PPWM
1101
Perissos Private Wealth Management
Oklahoma
$688K +$16.1K +608 +2%
LC
1102
LCNB Corp
Ohio
$687K +$90.8K +3,425 +15%
DWM
1103
Drive Wealth Management
Utah
$686K -$3.1K -117 -0.5%
RCWM
1104
Red Crane Wealth Management
California
$685K -$105K -3,967 -13%
SPL
1105
Smart Portfolios LLC
Washington
$684K +$4.51K +170 +0.7%
RIL
1106
Rothschild Investment LLC
Illinois
$684K -$1.91K -72 -0.3%
GWM
1107
Greenhouse Wealth Management
Connecticut
$682K -$12.3K -464 -2%
LBC
1108
Lowe Brockenbrough & Co
Virginia
$682K
CMAI
1109
Capital Management Associates Inc
Minnesota
$681K -$696K -26,269 -51%
FNBT
1110
FineMark National Bank & Trust
Florida
$680K
CWM
1111
Centricity Wealth Management
Ohio
$678K -$112K -4,230 -14%
FSA
1112
Fort Sheridan Advisors
Illinois
$677K +$233K +8,809 +53%
KFI
1113
Key Financial Inc
Pennsylvania
$672K +$8K +302 +1%
ORC
1114
O'Rourke & Company
Massachusetts
$670K +$47.5K +1,791 +8%
SHJ
1115
Sharkey, Howes & Javer
Colorado
$670K +$27K +1,017 +4%
PS
1116
Planned Solutions
California
$669K +$6.94K +262 +1%
LAIC
1117
Lederer & Associates Investment Counsel
California
$667K +$9.94K +375 +2%
FCH
1118
Freestone Capital Holdings
Washington
$664K -$72.7K -2,745 -10%
ACA
1119
American Capital Advisory
Idaho
$662K +$169K +6,391 +34%
FFM
1120
Forum Financial Management
Illinois
$659K +$58.8K +2,218 +10%
TC
1121
Trilogy Capital
California
$658K +$48.9K +1,846 +8%
LF
1122
LifePlan Financial
Minnesota
$657K +$23.2K +875 +4%
FIG
1123
FSA Investment Group
Florida
$657K +$9.62K +363 +1%
MSA
1124
McAlister Sweet & Associates
Texas
$656K -$39.6K -1,494 -6%
KFP
1125
KMG Fiduciary Partners
Ohio
$655K -$67K -2,528 -9%