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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 %
CAG
1326
Compass Advisory Group
New York
$378K +$28.5K +1,076 +8%
SA
1327
Strategic Advocates
Utah
$378K -$9.57K -361 -2%
PWM
1328
Prosperity Wealth Management
California
$376K +$54.5K +2,055 +17%
TA
1329
TFB Advisors
Kansas
$376K -$74.5K -2,812 -17%
MA
1330
MCF Advisors
Kentucky
$375K +$291K +10,970 +343%
TWM
1331
Topsail Wealth Management
North Carolina
$375K
GCM
1332
Generation Capital Management
New York
$374K
WTB
1333
Washington Trust Bank
Washington
$374K +$374K +14,106 New
SB
1334
Sunflower Bank
Texas
$373K +$159 +6 +0%
TA
1335
Tactive Advisors
Florida
$373K +$373K +14,077 New
HIA
1336
Harbor Investment Advisory
Maryland
$372K +$25.6K +965 +7%
CI
1337
CPR Investments
Michigan
$371K +$76.5K +2,886 +26%
PCP
1338
Proficio Capital Partners
Massachusetts
$371K
GGI
1339
GPM Growth Investors
Michigan
$371K -$37K -1,398 -9%
RCA
1340
Resonant Capital Advisors
Wisconsin
$370K
TIP
1341
Tandem Investment Partners
New Jersey
$370K +$6.44K +243 +2%
FA
1342
Fountainhead AM
New Jersey
$369K -$27.1K -1,022 -7%
FFC
1343
Frederick Financial Consultants
Maryland
$368K -$47.5K -1,792 -11%
EMC
1344
Everest Management Corp
California
$367K +$367K +13,853 New
FCBT
1345
First Citizens Bank & Trust
North Carolina
$365K +$365K +13,789 New
PWM
1346
Partners Wealth Management
California
$364K
KIM
1347
Kane Investment Management
California
$364K -$211K -7,971 -37%
WW
1348
Waterfront Wealth
Kansas
$364K +$364K +13,730 New
PMFA
1349
Plante Moran Financial Advisors
Michigan
$362K -$30K -1,131 -8%
LSL
1350
Legacy Solutions LLC
Pennsylvania
$359K -$8.27K -312 -2%