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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 %
BWM
451
Benchmark Wealth Management
Connecticut
$5.87M -$150K -5,653 -2%
PIAS
452
PCA Investment Advisory Services
Ohio
$5.85M -$178K -6,720 -3%
TAM
453
Titleist Asset Management
Texas
$5.82M +$1.32M +49,765 +29%
GFG
454
Goldstone Financial Group
Illinois
$5.81M +$454K +16,588 +8%
GSIS
455
Global Strategic Investment Solutions
Arizona
$5.8M
JWCA
456
J.W. Cole Advisors
Florida
$5.71M -$1.14M -42,881 -17%
TSS
457
Two Sigma Securities
New York
$5.71M +$3.63M +136,895 +175%
AWA
458
Arkadios Wealth Advisors
Georgia
$5.69M +$1.02M +38,461 +22%
SFA
459
Sequoia Financial Advisors
Ohio
$5.67M +$13.4K +506 +0.2%
FFWM
460
Future Financial Wealth Management
Ohio
$5.66M -$96.4K -3,639 -2%
DBRC
461
D.B. Root & Company
Pennsylvania
$5.64M +$442K +16,676 +9%
SCP
462
Stevens Capital Partners
Nebraska
$5.63M +$5.63M +211,185 New
FHA
463
Flagship Harbor Advisors
Massachusetts
$5.62M -$13K -489 -0.2%
RDWM
464
Red Door Wealth Management
Tennessee
$5.61M -$33.4K -1,260 -0.6%
SJIM
465
St. Johns Investment Management
Florida
$5.6M -$68.8K -2,596 -1%
NAS
466
NWF Advisory Services
California
$5.57M +$1.99M +74,951 +55%
WP
467
WealthPLAN Partners
Nebraska
$5.57M -$150K -5,655 -3%
AFG
468
Atomi Financial Group
New York
$5.57M +$636K +24,004 +13%
IA
469
Insight Advisors
Pennsylvania
$5.56M +$413K +15,598 +8%
BIA
470
Barry Investment Advisors
Massachusetts
$5.5M +$243K +9,154 +5%
BFP
471
Beacon Financial Planning
Massachusetts
$5.5M -$216K -8,150 -4%
MLICM
472
Metropolitan Life Insurance Company (MetLife)
New York
$5.42M +$734K +27,700 +16%
TWA
473
Talisman Wealth Advisors
New Jersey
$5.39M -$26.7K -1,009 -0.5%
DAS
474
DMKC Advisory Services
Iowa
$5.39M +$1.25M +46,216 +30%
FF
475
Friday Financial
Iowa
$5.39M -$136K -5,129 -2%