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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 %
WOC
1701
West Oak Capital
California
$16.8K -$1.39K -5,250 -8%
AIP
1702
Ameritas Investment Partners
Nebraska
$16.4K
WAG
1703
Windsor Advisory Group
Ohio
$15K
KG
1704
Kilter Group
New York
$15K +$15K +565 New
TVWM
1705
Tower View Wealth Management
Wisconsin
$14.5K +$159 +6 +1%
PCM
1706
Perritt Capital Management
Illinois
$12.8K -$1.19K -45 -9%
TF
1707
Tompkins Financial
New York
$12.6K
HNW
1708
High Note Wealth
Minnesota
$11.9K
BFO
1709
Biltmore Family Office
North Carolina
$11.9K
ANBT
1710
American National Bank & Trust
Texas
$11.9K +$11.9K +450 New
MDA
1711
Minot DeBlois Advisors
Massachusetts
$11.8K
TC
1712
Truvestments Capital
Florida
$11.8K +$106 +4 +0.9%
MAS
1713
MPWM Advisory Solutions
Georgia
$11.3K -$70K -2,642 -86%
HCM
1714
Hollencrest Capital Management
California
$11.3K
VWA
1715
VSM Wealth Advisory
Maryland
$11.2K +$132 +5 +1%
CIAS
1716
CBIZ Investment Advisory Services
Ohio
$11.1K +$53 +2 +0.5%
MCM
1717
Manchester Capital Management
Vermont
$10.6K +$10.6K +400 New
IWP
1718
IAG Wealth Partners
Wisconsin
$10.4K +$6.63K +250 +174%
MSWM
1719
Mowery & Schoenfeld Wealth Management
Illinois
$9.11K +$212 +8 +2%
LWA
1720
Lowe Wealth Advisors
Maryland
$8.64K
LB
1721
Legacy Bridge
Iowa
$7.95K
PWM
1722
Parkworth Wealth Management
California
$7.29K -$503 -19 -6%
SN
1723
Sittner & Nelson
Oregon
$7.16K
B
1724
Birchbrook
Maine
$6.53K +$27 +1 +0.4%
HI
1725
Hoey Investments
Pennsylvania
$5.8K +$5.8K +219 New