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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 %
HCA
1776
Heck Capital Advisors
Wisconsin
-$2.74M -98,088 Closed
CCB
1777
Cutter & Co Brokerage
Missouri
-$1.94M -69,466 Closed
ACM
1778
Argent Capital Management
Missouri
-$1.5M -53,549 Closed
BCG
1779
Bravias Capital Group
New Jersey
-$1.38M -49,219 Closed
SWM
1780
Sagace Wealth Management
Florida
-$1.24M -44,334 Closed
Lido Advisors
1781
Lido Advisors
California
-$1.21M -43,115 Closed
MC
1782
Montag & Caldwell
Georgia
-$1.17M -41,773 Closed
FFB
1783
First Financial Bankshares
Texas
-$1.09M -38,990 Closed
ZI
1784
ZEGA Investments
Florida
-$1.08M -38,732 Closed
FGA
1785
Fortis Group Advisors
New Jersey
-$1.03M -37,014 Closed
MHS
1786
M Holdings Securities
Oregon
-$1.02M -36,335 Closed
RFMS
1787
RWQ Financial Management Services
Florida
-$991K -35,430 Closed
SWM
1788
Segment Wealth Management
Texas
-$948K -33,900 Closed
Renaissance Technologies
1789
Renaissance Technologies
New York
-$903K -32,300 Closed
CCM
1790
Crew Capital Management
Ohio
-$878K -31,406 Closed
PIWA
1791
Prevail Innovative Wealth Advisors
Kansas
-$852K -30,468 Closed
PA
1792
Prossimo Advisors
California
-$750K -26,817 Closed
Wolverine Trading
1793
Wolverine Trading
Illinois
-$690K -25,019 Closed
BSTWA
1794
Blake Schutter Theil Wealth Advisors
Ohio
-$687K -24,561 Closed
EI
1795
Ellevest Inc
New York
-$678K -24,245 Closed
VCM
1796
Virtue Capital Management
Tennessee
-$588K -21,047 Closed
FA
1797
FSA Advisors
Michigan
-$586K -20,947 Closed
BIP
1798
Blueprint Investment Partners
North Carolina
-$553K -19,772 Closed
CF
1799
Claris Financial
Virginia
-$519K -18,983 Closed
NCG
1800
Newport Capital Group
New Jersey
-$523K -18,721 Closed