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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 %
BI
1676
Binnacle Investments
Iowa
$32.3K
PFM
1677
Phillips Financial Management
Indiana
$31.1K +$9.52K +359 +44%
KA
1678
Kozak & Associates
Colorado
$31K +$25.6K +938 +476%
MBFW
1679
Morton Brown Family Wealth
Pennsylvania
$30.7K
AF
1680
Alerus Financial
North Dakota
$29.9K +$29.9K +1,128 New
PPA
1681
Painted Porch Advisors
California
$29K +$3.98K +150 +16%
TWD
1682
True Wealth Design
Ohio
$27.8K -$1.03K -39 -4%
TCM
1683
Tradewinds Capital Management
Washington
$26.4K +$4.4K +166 +20%
MG
1684
MilWealth Group
Wisconsin
$26.2K
RDFA
1685
Ritter Daniher Financial Advisory
Ohio
$25.8K
OWA
1686
Opal Wealth Advisors
New York
$25.6K +$238 +9 +0.9%
NWM
1687
Nova Wealth Management
Florida
$23.1K
CCM
1688
Chilton Capital Management
Texas
$22.5K +$22.5K +850 New
VCM
1689
Versant Capital Management
Arizona
$22.3K +$5.51K +208 +33%
HWA
1690
Heritage Wealth Advisors
Virginia
$22K +$5.3K +200 +32%
CSB
1691
City State Bank
Iowa
$21.5K
MFT
1692
Moisand Fitzgerald Tamayo
Florida
$21K -$6.6K -249 -24%
RA
1693
Rise Advisors
New York
$20.3K +$186 +7 +0.9%
JGIA
1694
Jackson Grant Investment Advisers
Connecticut
$20K +$186 +7 +0.9%
FDW
1695
Fourth Dimension Wealth
Ohio
$18.2K -$5.3K -200 -23%
PWM
1696
Proathlete Wealth Management
Florida
$18.2K +$17.1K +645 +1,573%
WBC
1697
West Branch Capital
Massachusetts
$17.6K
SMA
1698
Sage Mountain Advisors
Georgia
$17.5K
CCC
1699
Chelsea Counsel Company
California
$17.2K
NECFA
1700
New England Capital Financial Advisors
Connecticut
$16.9K +$1.01K +38 +6%