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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 %
PWM
501
Perigon Wealth Management
California
$4.77M -$266K -10,031 -5%
PAYA
502
Phil A. Younker & Associates
Alaska
$4.77M +$1.62K +61 +0%
PCA
503
Pallas Capital Advisors
Massachusetts
$4.77M -$178K -6,708 -4%
JWM
504
JPL Wealth Management
Colorado
$4.71M +$97.6K +3,684 +2%
VT
505
Vise Technologies
New York
$4.7M +$4.7M +177,204 New
WS
506
Wedbush Securities
California
$4.69M +$1.07M +40,206 +29%
FA
507
Fagan Associates
New York
$4.69M +$18.7K +704 +0.4%
BI
508
Berkeley Inc
Idaho
$4.68M +$14.5K +548 +0.3%
AWE
509
Avidian Wealth Enterprises
Texas
$4.65M +$777K +29,307 +20%
FCA
510
FLC Capital Advisors
California
$4.62M -$136K -5,126 -3%
MMA
511
Miracle Mile Advisors
California
$4.61M -$34.3K -1,294 -0.7%
IAS
512
Insigneo Advisory Services
Florida
$4.6M -$44.9K -1,695 -1%
PI
513
PFG Investments
New York
$4.57M +$336K +12,691 +8%
CIA
514
Cape Investment Advisory
Georgia
$4.57M +$165K +6,230 +4%
BP
515
Broadleaf Partners
Ohio
$4.56M -$18.7K -707 -0.4%
GSIAS
516
Garden State Investment Advisory Services
New Jersey
$4.56M -$2.05M -77,151 -31%
CAG
517
Csenge Advisory Group
Florida
$4.52M +$28.1K +1,075 +0.6%
CB
518
Chris Bulman
California
$4.49M +$1.31M +49,270 +41%
JPLA
519
Joseph P. Lucia & Associates
New York
$4.43M +$2.78K +105 +0.1%
BI
520
Ballast Inc
Kentucky
$4.43M +$4.05M +152,857 +1,060%
WA
521
WPG Advisers
Maryland
$4.43M -$178K -6,717 -4%
CIA
522
Capital Investment Advisors
Georgia
$4.41M +$1.07M +40,510 +32%
GAG
523
GM Advisory Group
New York
$4.39M -$713K -26,899 -14%
JIC
524
Johnson Investment Counsel
Ohio
$4.39M +$923K +34,825 +27%
FWA
525
FSC Wealth Advisors
New York
$4.36M -$32.5K -1,227 -0.7%