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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 %
PWAM
1601
Private Wealth Asset Management
Iowa
$123K
WSFS
1602
Wilmington Savings Fund Society
Delaware
$122K -$583 -22 -0.5%
JWA
1603
JFS Wealth Advisors
Pennsylvania
$119K -$58.2K -2,197 -33%
CVM
1604
Cheviot Value Management
California
$119K +$296 +11 +0.2%
MAWAG
1605
Mid-American Wealth Advisory Group
Missouri
$119K +$119K +4,480 New
RF
1606
Rossby Financial
Florida
$117K +$715 +27 +0.6%
MLA
1607
MB, Levis & Associates
Pennsylvania
$115K +$111K +4,187 +2,810%
FPF
1608
First Pacific Financial
Washington
$112K +$96K +3,624 +613%
CWM
1609
Copia Wealth Management
Oregon
$107K
MFC
1610
Mechanics Financial Corp
Ohio
$102K
CW
1611
Cooksen Wealth
Texas
$102K +$66.5K +2,508 +187%
PWMG
1612
Prestige Wealth Management Group
New Jersey
$102K +$2.65K +100 +3%
HFS
1613
Hughes Financial Services
Virginia
$101K -$53.9K -2,021 -35%
EWM
1614
Evermay Wealth Management
Virginia
$98.7K -$4.69K -177 -5%
BA
1615
Bellwether Advisors
Nebraska
$98.6K
PCM
1616
Palouse Capital Management
Washington
$97K -$53 -2 -0.1%
BA
1617
Ballast Advisors
Minnesota
$96.9K +$2.49K +94 +3%
FFO
1618
Fortitude Family Office
Arizona
$95.8K +$68K +2,565 +244%
UCB
1619
United Community Bank
South Carolina
$95.4K
RI
1620
Ridgewood Investments
New Jersey
$94K +$186 +7 +0.2%
AT
1621
Avalon Trust
New Mexico
$90.6K
RTL
1622
Red Tortoise LLC
Georgia
$87.2K +$397 +15 +0.5%
CW
1623
Curio Wealth
Maryland
$85.9K +$85.8K +3,236 +80,900%
TPWA
1624
Twin Peaks Wealth Advisors
California
$85.3K +$85.3K +3,146 New
NEWAS
1625
N.E.W. Advisory Services
Wisconsin
$84.3K -$469K -17,683 -85%