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Schwab US Dividend Equity ETF

1,759 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, 825 increasing their positions, 626 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
-26
Holders Change %
-1.46%
% of All Funds
23.59%
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
825
Reduced
626
Closed
114
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CBA
126
Coastal Bridge Advisors
Connecticut
$27M +$1.01M +38,097 +4%
HI
127
Hudock Inc
Pennsylvania
$26.9M -$728K -27,454 -3%
TPCW
128
TD Private Client Wealth
New York
$26.6M +$3.99M +150,507 +18%
RIA
129
Regal Investment Advisors
Michigan
$26.4M +$865K +32,644 +3%
IPW
130
Intergy Private Wealth
Colorado
$26.3M +$490K +18,504 +2%
AF
131
Advisornet Financial
Minnesota
$26.2M +$2.63M +99,416 +11%
FFS
132
Founders Financial Securities
Maryland
$26.1M -$8.83M -333,334 -25%
SFA
133
Souders Financial Advisors
Ohio
$26M +$1.07M +40,344 +4%
SWP
134
Stratos Wealth Partners
Ohio
$25.9M -$988K -37,277 -4%
MFG
135
Merit Financial Group
Georgia
$25.7M +$383K +14,437 +2%
HCM
136
Hengehold Capital Management
Ohio
$25.3M +$1.21M +45,542 +5%
SCI
137
Silver Coast Investments
United States
$25.3M -$2.18M -82,172 -8%
PWP
138
Principle Wealth Partners
Connecticut
$25.2M +$75.9K +2,863 +0.3%
WMWM
139
Whitaker-Myers Wealth Managers
Ohio
$25.2M +$1.35M +51,041 +6%
WMR
140
Wealth Management Resources
Rhode Island
$25M +$1.9M +71,842 +8%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$24.9M -$24.7M -953,886 -50%
SA
142
SRH Advisors
Kansas
$24.5M -$431K -16,251 -2%
PCM
143
Presidio Capital Management
California
$24.5M -$12.5M -471,138 -34%
FI
144
Financial Insights
Washington
$24.1M -$407K -15,360 -2%
HI
145
Horizon Investments
North Carolina
$24M -$5.44M -205,291 -18%
ET
146
Equitable Trust
Tennessee
$24M -$2.94M -111,061 -11%
NDSI
147
Newman Dignan & Sheerar Inc
Rhode Island
$23.9M +$657K +24,784 +3%
ACA
148
Aspire Capital Advisors
Washington
$23.9M -$3.66M -138,202 -13%
SPC
149
Sigma Planning Corp
Michigan
$23.7M +$324K +12,224 +1%
ECML
150
Eagle Capital Management (Louisiana)
Louisiana
$23.7M +$803K +30,320 +4%