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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 %
KA
1676
Kozak & Associates
Colorado
$31K +$25.6K +938 +476%
MBFW
1677
Morton Brown Family Wealth
Pennsylvania
$30.7K
AF
1678
Alerus Financial
North Dakota
$29.9K +$29.9K +1,128 New
PPA
1679
Painted Porch Advisors
California
$29K +$3.98K +150 +16%
TWD
1680
True Wealth Design
Ohio
$27.8K -$1.03K -39 -4%
TCM
1681
Tradewinds Capital Management
Washington
$26.4K +$4.4K +166 +20%
MG
1682
MilWealth Group
Wisconsin
$26.2K
RDFA
1683
Ritter Daniher Financial Advisory
Ohio
$25.8K
OWA
1684
Opal Wealth Advisors
New York
$25.6K +$238 +9 +0.9%
NWM
1685
Nova Wealth Management
Florida
$23.1K
CCM
1686
Chilton Capital Management
Texas
$22.5K +$22.5K +850 New
VCM
1687
Versant Capital Management
Arizona
$22.3K +$5.51K +208 +33%
HWA
1688
Heritage Wealth Advisors
Virginia
$22K +$5.3K +200 +32%
CSB
1689
City State Bank
Iowa
$21.5K
MFT
1690
Moisand Fitzgerald Tamayo
Florida
$21K -$6.6K -249 -24%
RA
1691
Rise Advisors
New York
$20.3K +$186 +7 +0.9%
JGIA
1692
Jackson Grant Investment Advisers
Connecticut
$20K +$186 +7 +0.9%
FDW
1693
Fourth Dimension Wealth
Ohio
$18.2K -$5.3K -200 -23%
PWM
1694
Proathlete Wealth Management
Florida
$18.2K +$17.1K +645 +1,573%
WBC
1695
West Branch Capital
Massachusetts
$17.6K
SMA
1696
Sage Mountain Advisors
Georgia
$17.5K
CCC
1697
Chelsea Counsel Company
California
$17.2K
NECFA
1698
New England Capital Financial Advisors
Connecticut
$16.9K +$1.01K +38 +6%
WOC
1699
West Oak Capital
California
$16.8K -$1.39K -5,250 -8%
AIP
1700
Ameritas Investment Partners
Nebraska
$16.4K