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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 %
WAG
1701
Windsor Advisory Group
Ohio
$15K
KG
1702
Kilter Group
New York
$15K +$15K +565 New
TVWM
1703
Tower View Wealth Management
Wisconsin
$14.5K +$159 +6 +1%
PCM
1704
Perritt Capital Management
Illinois
$12.8K -$1.19K -45 -9%
TF
1705
Tompkins Financial
New York
$12.6K
HNW
1706
High Note Wealth
Minnesota
$11.9K
BFO
1707
Biltmore Family Office
North Carolina
$11.9K
ANBT
1708
American National Bank & Trust
Texas
$11.9K +$11.9K +450 New
MDA
1709
Minot DeBlois Advisors
Massachusetts
$11.8K
TC
1710
Truvestments Capital
Florida
$11.8K +$106 +4 +0.9%
MAS
1711
MPWM Advisory Solutions
Georgia
$11.3K -$70K -2,642 -86%
HCM
1712
Hollencrest Capital Management
California
$11.3K
VWA
1713
VSM Wealth Advisory
Maryland
$11.2K +$132 +5 +1%
CIAS
1714
CBIZ Investment Advisory Services
Ohio
$11.1K +$53 +2 +0.5%
MCM
1715
Manchester Capital Management
Vermont
$10.6K +$10.6K +400 New
IWP
1716
IAG Wealth Partners
Wisconsin
$10.4K +$6.63K +250 +174%
MSWM
1717
Mowery & Schoenfeld Wealth Management
Illinois
$9.11K +$212 +8 +2%
LWA
1718
Lowe Wealth Advisors
Maryland
$8.64K
LB
1719
Legacy Bridge
Iowa
$7.95K
PWM
1720
Parkworth Wealth Management
California
$7.29K -$503 -19 -6%
SN
1721
Sittner & Nelson
Oregon
$7.16K
B
1722
Birchbrook
Maine
$6.53K +$27 +1 +0.4%
HI
1723
Hoey Investments
Pennsylvania
$5.8K +$5.8K +219 New
WPWM
1724
Western Pacific Wealth Management
Illinois
$5.68K +$53 +2 +0.9%
CNBTD
1725
Citizens National Bank Trust Department
Mississippi
$4.77K