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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 %
JWA
1601
JFS Wealth Advisors
Pennsylvania
$119K -$58.2K -2,197 -33%
CVM
1602
Cheviot Value Management
California
$119K +$296 +11 +0.2%
MAWAG
1603
Mid-American Wealth Advisory Group
Missouri
$119K +$119K +4,480 New
RF
1604
Rossby Financial
Florida
$117K +$715 +27 +0.6%
MLA
1605
MB, Levis & Associates
Pennsylvania
$115K +$111K +4,187 +2,810%
FPF
1606
First Pacific Financial
Washington
$112K +$96K +3,624 +613%
CWM
1607
Copia Wealth Management
Oregon
$107K
MFC
1608
Mechanics Financial Corp
Ohio
$102K
CW
1609
Cooksen Wealth
Texas
$102K +$66.5K +2,508 +187%
PWMG
1610
Prestige Wealth Management Group
New Jersey
$102K +$2.65K +100 +3%
HFS
1611
Hughes Financial Services
Virginia
$101K -$53.9K -2,021 -35%
EWM
1612
Evermay Wealth Management
Virginia
$98.7K -$4.69K -177 -5%
BA
1613
Bellwether Advisors
Nebraska
$98.6K
PCM
1614
Palouse Capital Management
Washington
$97K -$53 -2 -0.1%
BA
1615
Ballast Advisors
Minnesota
$96.9K +$2.49K +94 +3%
FFO
1616
Fortitude Family Office
Arizona
$95.8K +$68K +2,565 +244%
UCB
1617
United Community Bank
South Carolina
$95.4K
RI
1618
Ridgewood Investments
New Jersey
$94K +$186 +7 +0.2%
AT
1619
Avalon Trust
New Mexico
$90.6K
RTL
1620
Red Tortoise LLC
Georgia
$87.2K +$397 +15 +0.5%
CW
1621
Curio Wealth
Maryland
$85.9K +$85.8K +3,236 +80,900%
TPWA
1622
Twin Peaks Wealth Advisors
California
$85.3K +$85.3K +3,146 New
NEWAS
1623
N.E.W. Advisory Services
Wisconsin
$84.3K -$469K -17,683 -85%
LFA
1624
LGT Financial Advisors
Texas
$81.4K -$33.2K -1,251 -29%
VWWMG
1625
Vermillion & White Wealth Management Group
Pennsylvania
$80K -$2.69M -101,563 -97%