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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 %
EF
1451
Empowered Funds
Pennsylvania
$276K -$7.33M -276,646 -96%
CIM
1452
Cambria Investment Management
California
$276K +$276K +10,414 New
ERIC
1453
Eagle Rock Investment Company
Georgia
$275K +$2.57K +97 +0.9%
MW
1454
MBL Wealth
North Carolina
$275K -$12.5K -471 -4%
JHCP
1455
Jackson Hole Capital Partners
Oklahoma
$275K
RP
1456
Rice Partnership
Hawaii
$274K -$20.6K -777 -7%
UF
1457
Univest Financial
Pennsylvania
$273K -$9.04K -341 -3%
TCOV
1458
Trust Company of Vermont
Vermont
$272K +$25.1K +949 +10%
HAC
1459
Harbor Advisory Corp
New Hampshire
$271K
FWP
1460
Firethorn Wealth Partners
Georgia
$270K +$80 +3 +0%
SIC
1461
Samalin Investment Counsel
New York
$270K +$2.57K +97 +1%
DOA
1462
D'Orazio & Associates
Virginia
$268K -$330K -12,462 -55%
RWA
1463
River Wealth Advisors
Pennsylvania
$268K -$9.62K -363 -3%
FM
1464
Foster & Motley
Ohio
$268K +$451 +17 +0.2%
SFP
1465
Strategic Financial Partners
Oregon
$267K +$2.62K +99 +1%
PIP
1466
Peachtree Investment Partners
Florida
$267K -$25.7K -971 -9%
CB
1467
Centennial Bank
Arkansas
$266K
JTWM
1468
Jackson Thornton Wealth Management
Alabama
$266K
RBCM
1469
Raub Brock Capital Management
California
$265K +$2.57K +97 +1%
WA
1470
Waterford Advisors
New York
$265K +$54.6K +2,593 +26%
FSWA
1471
Financial Synergies Wealth Advisors
Texas
$264K +$4.88K +184 +2%
GWM
1472
GSB Wealth Management
Connecticut
$264K +$218K +20,205 +472%
HT
1473
Heritage Trust
Oklahoma
$263K -$88.1K -3,326 -25%
FFA
1474
Fi3 Financial Advisors
Indiana
$262K
WWM
1475
Wolff Wiese Magana
California
$261K +$1.7K +64 +0.7%