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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 %
HWA
1551
HCR Wealth Advisors
California
$210K +$19.8K +749 +10%
QPWM
1552
Quadrant Private Wealth Management
Pennsylvania
$210K +$1.64K +62 +0.8%
FA
1553
FF Advisors
California
$210K +$504 +19 +0.2%
IP
1554
Ignite Planners
California
$210K +$210K +7,779 New
BWP
1555
BSW Wealth Partners
Colorado
$210K -$40K -1,509 -16%
BCP
1556
Blue Chip Partners
Michigan
$210K -$4.43K -167 -2%
PFM
1557
Peak Financial Management
Massachusetts
$209K
1IA
1558
1620 Investment Advisors
Massachusetts
$209K +$53 +2 +0%
KCM
1559
Kathmere Capital Management
Pennsylvania
$209K +$209K +7,873 New
BOC
1560
Bull Oak Capital
California
$208K +$208K +7,864 New
MCA
1561
Midwest Capital Advisors
Michigan
$208K
PA
1562
Perennial Advisors
New York
$208K -$26.5K -1,000 -11%
BWFA
1563
Baltimore-Washington Financial Advisors
Maryland
$208K +$318 +12 +0.2%
SFS
1564
Solitude Financial Services
Virginia
$206K -$33.4K -1,259 -14%
BB
1565
Busey Bank
Illinois
$206K
LTL
1566
Lowery Thomas LLC
California
$206K +$15.1K +570 +8%
LAM
1567
LOM Asset Management
$205K +$205K +7,750 New
NCM
1568
Noesis Capital Mangement
Florida
$205K +$133 +5 +0.1%
RWMG
1569
Redwood Wealth Management Group
New Jersey
$204K +$204K +7,700 New
MWA
1570
Martel Wealth Advisors
Washington
$204K +$204K +7,684 New
RBC
1571
Roble Belko & Company
Pennsylvania
$203K +$41.9K +1,585 +26%
SFG
1572
Synergy Financial Group
California
$202K
FG
1573
Fiduciary Group
Georgia
$202K +$202K +7,630 New
RSWA
1574
Robinson Smith Wealth Advisors
Maine
$202K +$53 +2 +0%
PHAM
1575
Palisades Hudson Asset Management
Florida
$201K