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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 %
CIS
1851
Continental Investors Services
Washington
-$202K -7,231 Closed
MF
1852
Manchester Financial
California
-$202K -7,218 Closed
SFG
1853
Stonebridge Financial Group
Pennsylvania
-$134K -4,806 Closed
GP
1854
Greenline Partners
New York
-$167K -3,109 Closed
WF
1855
Wayfinding Financial
Washington
-$73K -2,636 Closed
RAM
1856
Riggs Asset Management
Pennsylvania
-$68.9K -2,463 Closed
HCP
1857
Hexagon Capital Partners
Arkansas
-$59.3K -2,121 Closed
KGP
1858
Keystone Global Partners
Colorado
-$55.7K -1,992 Closed
AFS
1859
Anderson Financial Strategies
Ohio
-$52.4K -1,875 Closed
FFL
1860
Financial Freedom LLC
Ohio
-$51.3K -1,835 Closed
WA
1861
Whipplewood Advisors
Colorado
-$1.73K -1,813 Closed
WT
1862
Washington Trust
Rhode Island
-$48.9K -1,749 Closed
QC
1863
Quent Capital
New York
-$48.5K -1,734 Closed
PA
1864
PSI Advisors
Florida
-$48.5K -1,734 Closed
Barclays
1865
Barclays
United Kingdom
-$48K -1,700 Closed
HC
1866
Hoese & Co
Minnesota
-$27K -966 Closed
SC
1867
Swan Capital
Florida
-$17.2K -614 Closed
SNB
1868
Security National Bank
Nebraska
-$4.25K -152 Closed
PSFG
1869
Park Square Financial Group
Georgia
-$4.25K -152 Closed
KTC
1870
Kentucky Trust Company
Kentucky
-$2.94K -105 Closed
BT
1871
Banque Transatlantique
France
-$2.58K -100 Closed
CWM
1872
Compass Wealth Management
Connecticut
-$2.24K -80 Closed
FAM
1873
Flaharty Asset Management
Florida
-$2.1K -75 Closed
BMC
1874
Bear Mountain Capital
Washington
-$1.55K -60 Closed
MFS
1875
Mattson Financial Services
Michigan
-$199 -7 Closed