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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 %
OFS
1226
Oldfather Financial Services
Nebraska
$490K -$67.9K -2,564 -12%
CT
1227
Colonial Trust
South Carolina
$489K
SWA
1228
Sightline Wealth Advisors
Connecticut
$485K +$1.33K +50 +0.3%
DWM
1229
Destination Wealth Management
California
$484K -$126K -4,746 -21%
TA
1230
TFG Advisers
Michigan
$484K +$71.8K +2,711 +17%
SAM
1231
Strategy Asset Managers
California
$483K +$215K +8,095 +80%
CWG
1232
Cornerstone Wealth Group
North Carolina
$482K -$701K -26,463 -59%
ALWM
1233
Andrews Lucia Wealth Management
California
$482K +$8.93K +337 +2%
MA
1234
Mezzasalma Advisors
New Jersey
$482K -$398 -15 -0.1%
LCM
1235
Leisure Capital Management
California
$482K +$25.8K +972 +6%
PIA
1236
Pinion Investment Advisors
Kansas
$481K -$486K -18,339 -50%
KWS
1237
Keystone Wealth Services
California
$481K +$87.6K +3,305 +22%
WC
1238
Wolfstich Capital
Massachusetts
$478K -$202K -7,641 -30%
UWPG
1239
Ullmann Wealth Partners Group
Florida
$476K +$150K +5,662 +46%
MG
1240
Mather Group
Illinois
$473K +$121K +4,567 +34%
GGI
1241
Godsey & Gibb Inc
Virginia
$472K -$1.86K -70 -0.4%
OFG
1242
Omega Financial Group
California
$469K +$30.6K +1,154 +7%
AWM
1243
Angeles Wealth Management
California
$468K +$190K +7,173 +68%
EWA
1244
Etesian Wealth Advisors
Oregon
$468K +$259K +9,756 +123%
TFGT
1245
TS Financial Group (TSFG)
Illinois
$468K +$2.62K +99 +0.6%
AT
1246
American Trust
Kentucky
$466K +$466K +17,584 New
CA
1247
Centerpoint Advisors
Massachusetts
$464K +$265 +10 +0.1%
ACM
1248
Andina Capital Management
Utah
$464K +$464K +17,505 New
PK
1249
Pflug Koory
Nebraska
$463K +$69.8K +2,635 +18%
FAI
1250
Fiduciary Advisors Inc
Missouri
$463K +$4.51K +170 +1%