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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 %
FFC
1151
First Financial Corp
Indiana
$610K
GWSG
1152
GPS Wealth Strategies Group
Colorado
$607K -$50.7K -1,912 -8%
FC
1153
Fulcrum Capital
Washington
$606K
BMA
1154
Brooks Moore & Associates
Tennessee
$605K -$266K -10,050 -31%
BIM
1155
Baldwin Investment Management
Pennsylvania
$602K +$6.17K +233 +1%
GAM
1156
Gemmer Asset Management
California
$601K
CFS
1157
Commonwealth Financial Services
West Virginia
$600K +$341K +12,867 +132%
TPW
1158
Tiller Private Wealth
Pennsylvania
$600K -$120K -4,530 -17%
JFG
1159
Jefferies Financial Group
New York
$600K -$9.54K -360 -2%
PFA
1160
Pure Financial Advisors
California
$595K -$160K -6,022 -21%
BIG
1161
Brookwood Investment Group
Arizona
$591K +$591K +22,301 New
SIC
1162
Sigma Investment Counselors
Michigan
$589K +$43.7K +1,648 +8%
SL
1163
Salomon & Ludwin
Virginia
$584K -$29.9K -1,095 -5%
OC
1164
Optima Capital
Oregon
$582K -$1.85M -69,721 -76%
MCP
1165
Martin Capital Partners
Oregon
$582K +$582K +21,967 New
FW
1166
Fairway Wealth
Ohio
$582K
PCM
1167
Prelude Capital Management
New York
$579K +$579K +21,854 New
IPAM
1168
Investment Partners Asset Management
New Jersey
$579K +$5.14K +194 +0.9%
AFW
1169
Avantra Family Wealth
Pennsylvania
$579K -$30.5K -1,152 -5%
BKA
1170
Brick & Kyle Associates
Pennsylvania
$578K +$194K +7,077 +50%
GC
1171
Grimes & Company
Massachusetts
$577K +$5.62K +212 +1%
OFS
1172
OMC Financial Services
New York
$574K -$15.9K -601 -3%
CCA
1173
Conservest Capital Advisors
Pennsylvania
$574K +$574K +21,660 New
IF
1174
Ironwood Financial
Arizona
$573K
MCCP
1175
Mission Creek Capital Partners
California
$572K -$9.01K -340 -2%