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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 %
RWRC
1476
R.W. Roge & Company
New York
$261K
FA
1477
Financial Advisors
Massachusetts
$260K -$30.6K -1,156 -11%
PCFFS
1478
Pacific Center for Financial Services
California
$258K +$2.52K +95 +1%
CP
1479
Clarendon Private
Massachusetts
$258K +$1.93K +73 +0.8%
LMKC
1480
L.M. Kohn & Company
Ohio
$257K +$3.71K +140 +1%
NA
1481
Nautilus Advisors
California
$257K -$5.88K -222 -2%
AW
1482
Apricus Wealth
South Carolina
$256K +$2.36K +89 +0.9%
DIM
1483
Delta Investment Management
California
$256K +$25.3K +953 +11%
PW
1484
PUREfi Wealth
Massachusetts
$254K +$254K +9,600 New
SMG
1485
Smart Money Group
Texas
$253K -$207K -7,825 -45%
AIM
1486
Acropolis Investment Management
Missouri
$252K -$25.7K -968 -9%
OC
1487
Oakworth Capital
Alabama
$251K
ACM
1488
AlphaStar Capital Management
North Carolina
$251K +$251K +9,471 New
LSPW
1489
Lake Street Private Wealth
Illinois
$250K +$250K +9,452 New
OWA
1490
Outlook Wealth Advisors
Texas
$250K
MIM
1491
Marco Investment Management
Georgia
$248K
CRWM
1492
Castle Rock Wealth Management
California
$248K +$248K +9,146 New
KFGK
1493
Keystone Financial Group (Kentucky)
Kentucky
$247K +$689 +26 +0.3%
PSP
1494
Pacific Sage Partners
Washington
$247K +$14.8K +560 +6%
ARC
1495
Advisor Resource Council
Texas
$247K -$744K -28,088 -75%
QWM
1496
Quadcap Wealth Management
Texas
$245K +$1.62K +61 +0.7%
HAM
1497
Harmony Asset Management
Arizona
$245K
AW
1498
Alteri Wealth
California
$242K
WA
1499
Wealth Architects
California
$241K -$14.8K -557 -6%
WAS
1500
WESPAC Advisors SoCal
California
$240K