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Schwab US Dividend Equity ETF

1,761 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 826 increasing their positions, 627 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-24
Holders Change %
-1.34%
% of All Funds
23.61%
Holding in Top 10
240
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-14.89%
% of All Funds
3.22%
New
128
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 %
CT
1226
Colonial Trust
South Carolina
$489K
SWA
1227
Sightline Wealth Advisors
Connecticut
$485K +$1.33K +50 +0.3%
DWM
1228
Destination Wealth Management
California
$484K -$126K -4,746 -21%
TA
1229
TFG Advisers
Michigan
$484K +$71.8K +2,711 +17%
SAM
1230
Strategy Asset Managers
California
$483K +$215K +8,095 +80%
CWG
1231
Cornerstone Wealth Group
North Carolina
$482K -$701K -26,463 -59%
ALWM
1232
Andrews Lucia Wealth Management
California
$482K +$8.93K +337 +2%
MA
1233
Mezzasalma Advisors
New Jersey
$482K -$398 -15 -0.1%
LCM
1234
Leisure Capital Management
California
$482K +$25.8K +972 +6%
PIA
1235
Pinion Investment Advisors
Kansas
$481K -$486K -18,339 -50%
KWS
1236
Keystone Wealth Services
California
$481K +$87.6K +3,305 +22%
WC
1237
Wolfstich Capital
Massachusetts
$478K -$202K -7,641 -30%
UWPG
1238
Ullmann Wealth Partners Group
Florida
$476K +$150K +5,662 +46%
MG
1239
Mather Group
Illinois
$473K +$121K +4,567 +34%
GGI
1240
Godsey & Gibb Inc
Virginia
$472K -$1.86K -70 -0.4%
OFG
1241
Omega Financial Group
California
$469K +$30.6K +1,154 +7%
AWM
1242
Angeles Wealth Management
California
$468K +$190K +7,173 +68%
EWA
1243
Etesian Wealth Advisors
Oregon
$468K +$259K +9,756 +123%
TFGT
1244
TS Financial Group (TSFG)
Illinois
$468K +$2.62K +99 +0.6%
AT
1245
American Trust
Kentucky
$466K +$466K +17,584 New
CA
1246
Centerpoint Advisors
Massachusetts
$464K +$265 +10 +0.1%
ACM
1247
Andina Capital Management
Utah
$464K +$464K +17,505 New
PK
1248
Pflug Koory
Nebraska
$463K +$69.8K +2,635 +18%
FAI
1249
Fiduciary Advisors Inc
Missouri
$463K +$4.51K +170 +1%
SCA
1250
Sage Capital Advisors
South Dakota
$463K -$81.8K -3,086 -15%