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Schwab US Dividend Equity ETF

1,760 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, 626 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,760
Holders Change
-25
Holders Change %
-1.4%
% of All Funds
23.6%
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
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 %
QPWM
1551
Quadrant Private Wealth Management
Pennsylvania
$210K +$1.64K +62 +0.8%
FA
1552
FF Advisors
California
$210K +$504 +19 +0.2%
IP
1553
Ignite Planners
California
$210K +$210K +7,779 New
BWP
1554
BSW Wealth Partners
Colorado
$210K -$40K -1,509 -16%
BCP
1555
Blue Chip Partners
Michigan
$210K -$4.43K -167 -2%
PFM
1556
Peak Financial Management
Massachusetts
$209K
1IA
1557
1620 Investment Advisors
Massachusetts
$209K +$53 +2 +0%
KCM
1558
Kathmere Capital Management
Pennsylvania
$209K +$209K +7,873 New
BOC
1559
Bull Oak Capital
California
$208K +$208K +7,864 New
MCA
1560
Midwest Capital Advisors
Michigan
$208K
PA
1561
Perennial Advisors
New York
$208K -$26.5K -1,000 -11%
BWFA
1562
Baltimore-Washington Financial Advisors
Maryland
$208K +$318 +12 +0.2%
SFS
1563
Solitude Financial Services
Virginia
$206K -$33.4K -1,259 -14%
BB
1564
Busey Bank
Illinois
$206K
LTL
1565
Lowery Thomas LLC
California
$206K +$15.1K +570 +8%
LAM
1566
LOM Asset Management
$205K +$205K +7,750 New
NCM
1567
Noesis Capital Mangement
Florida
$205K +$133 +5 +0.1%
RWMG
1568
Redwood Wealth Management Group
New Jersey
$204K +$204K +7,700 New
MWA
1569
Martel Wealth Advisors
Washington
$204K +$204K +7,684 New
RBC
1570
Roble Belko & Company
Pennsylvania
$203K +$41.9K +1,585 +26%
SFG
1571
Synergy Financial Group
California
$202K
FG
1572
Fiduciary Group
Georgia
$202K +$202K +7,630 New
RSWA
1573
Robinson Smith Wealth Advisors
Maine
$202K +$53 +2 +0%
PHAM
1574
Palisades Hudson Asset Management
Florida
$201K
UIA
1575
Ulland Investment Advisors
Minnesota
$201K +$1.01K +38 +0.5%