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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 %
MT
226
Midwest Trust
Kansas
$14.4M +$14.4M +542,570 New
WIC
227
Whitegate Investment Counselors
New Hampshire
$14.3M -$24.4K -921 -0.2%
KWM
228
Kingsview Wealth Management
Oregon
$14.2M +$1.18M +44,542 +9%
SC
229
Scotia Capital
Ontario, Canada
$14.2M +$598K +22,552 +4%
KPWS
230
Kestra Private Wealth Services
Texas
$14.2M -$1.39M -52,396 -9%
ES
231
Eagle Strategies
New York
$14.2M +$558K +21,068 +4%
SIM
232
Synergy Investment Management
Florida
$14.2M +$3.12M +117,886 +28%
FGG
233
Financial Guidance Group
Florida
$14.1M -$705K -26,611 -5%
OBWG
234
Onyx Bridge Wealth Group
New York
$14.1M +$418K +15,759 +3%
SVWAG
235
Sound View Wealth Advisors Group
Georgia
$14M -$514K -19,395 -4%
CAM
236
Cozad Asset Management
Illinois
$14M -$618K -23,310 -4%
CKAIS
237
Christensen King & Associates Investment Services
Washington
$13.8M -$347K -13,099 -2%
CAAS
238
Capital Asset Advisory Services
Michigan
$13.8M +$10.6K +390 +0.1%
NFG
239
Northeast Financial Group
Pennsylvania
$13.7M +$2.06M +77,752 +18%
IWM
240
IHT Wealth Management
Illinois
$13.7M -$284K -10,727 -2%
MFG
241
Midwest Financial Group
Kansas
$13.7M +$3.16M +119,130 +30%
CA
242
CoreCap Advisors
Michigan
$13.6M +$795K +29,996 +6%
DWM
243
Dakota Wealth Management
Florida
$13.6M -$6.92M -261,113 -34%
FCM
244
Family Capital Management
Michigan
$13.5M +$217K +8,198 +2%
CWM
245
Congress Wealth Management
Massachusetts
$13.5M +$654K +24,685 +5%
PFWA
246
Paces Ferry Wealth Advisors
Georgia
$13.4M +$1.52M +57,258 +13%
BTWM
247
Brass Tax Wealth Management
Ohio
$13.3M +$420K +15,858 +3%
OFG
248
Opulen Financial Group
Virginia
$13.3M -$34.6K -1,306 -0.3%
LWM
249
Latko Wealth Management
Illinois
$13.3M +$950K +35,854 +8%
MF
250
Montis Financial
Massachusetts
$13.2M +$3.14M +118,519 +31%