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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 %
WHG
1276
Westwood Holdings Group
Texas
$428K
4WM
1277
49 Wealth Management
Texas
$427K -$81.8K -3,087 -16%
LRPA
1278
L. Roy Papp & Associates
Arizona
$426K
ICCON
1279
Investment Counsel Company of Nevada
Nevada
$426K
JC
1280
JB Capital
Connecticut
$425K +$70K +2,640 +20%
CWM
1281
Cahaba Wealth Management
Georgia
$424K +$424K +16,018 New
DWP
1282
Daymark Wealth Partners
Ohio
$423K +$65.3K +2,465 +18%
WA
1283
Wealthstar Advisors
Texas
$423K
NFC
1284
Northeast Financial Consultants
Connecticut
$423K
KWM
1285
Kingsman Wealth Management
Florida
$420K -$3.18K -120 -0.8%
SWMG
1286
Sanchez Wealth Management Group
Florida
$419K
TDC
1287
Thompson Davis & Co
Virginia
$419K -$24.4K -919 -5%
BWM
1288
Brown Wealth Management
Illinois
$418K
AAG
1289
Armstrong Advisory Group
Massachusetts
$414K +$11.6K +437 +3%
FFO
1290
Fiduciary Family Office
Florida
$410K +$12.8K +483 +3%
PHIC
1291
Pine Haven Investment Counsel
Massachusetts
$410K +$79.9K +3,015 +24%
AC
1292
Apella Capital
Connecticut
$409K +$182K +6,713 +80%
PWPS
1293
Pinnacle Wealth Planning Services
Ohio
$408K +$43.5K +1,640 +12%
FFA
1294
First Foundation Advisors
California
$408K +$42.3K +1,597 +12%
RWP
1295
Ridgeline Wealth Planning
Ohio
$407K -$39.1K -1,474 -9%
HCM
1296
Howland Capital Management
Massachusetts
$406K
SWA
1297
Sax Wealth Advisors
New Jersey
$405K -$21.4K -807 -5%
DSC
1298
Duncker Streett & Co
Missouri
$405K +$106 +4 +0%
ZRP
1299
Zynergy Retirement Planning
New Jersey
$405K -$44.5K -1,679 -10%
HWMO
1300
Heritage Wealth Management (Ohio)
Ohio
$405K +$25.2K +950 +7%