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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 %
CWMK
501
Caliber Wealth Management (Kansas)
Kansas
$4.78M -$64.3K -2,427 -1%
PWM
502
Perigon Wealth Management
California
$4.77M -$266K -10,031 -5%
PAYA
503
Phil A. Younker & Associates
Alaska
$4.77M +$1.62K +61 +0%
PCA
504
Pallas Capital Advisors
Massachusetts
$4.77M -$178K -6,708 -4%
JWM
505
JPL Wealth Management
Colorado
$4.71M +$97.6K +3,684 +2%
VT
506
Vise Technologies
New York
$4.7M +$4.7M +177,204 New
WS
507
Wedbush Securities
California
$4.69M +$1.07M +40,206 +29%
FA
508
Fagan Associates
New York
$4.69M +$18.7K +704 +0.4%
BI
509
Berkeley Inc
Idaho
$4.68M +$14.5K +548 +0.3%
AWE
510
Avidian Wealth Enterprises
Texas
$4.65M +$777K +29,307 +20%
FCA
511
FLC Capital Advisors
California
$4.62M -$136K -5,126 -3%
MMA
512
Miracle Mile Advisors
California
$4.61M -$34.3K -1,294 -0.7%
IAS
513
Insigneo Advisory Services
Florida
$4.6M -$44.9K -1,695 -1%
PI
514
PFG Investments
New York
$4.57M +$336K +12,691 +8%
CIA
515
Cape Investment Advisory
Georgia
$4.57M +$165K +6,230 +4%
BP
516
Broadleaf Partners
Ohio
$4.56M -$18.7K -707 -0.4%
GSIAS
517
Garden State Investment Advisory Services
New Jersey
$4.56M -$2.05M -77,151 -31%
CAG
518
Csenge Advisory Group
Florida
$4.52M +$28.1K +1,075 +0.6%
CB
519
Chris Bulman
California
$4.49M +$1.31M +49,270 +41%
JPLA
520
Joseph P. Lucia & Associates
New York
$4.43M +$2.78K +105 +0.1%
BI
521
Ballast Inc
Kentucky
$4.43M +$4.05M +152,857 +1,060%
WA
522
WPG Advisers
Maryland
$4.43M -$178K -6,717 -4%
CIA
523
Capital Investment Advisors
Georgia
$4.41M +$1.07M +40,510 +32%
GAG
524
GM Advisory Group
New York
$4.39M -$713K -26,899 -14%
JIC
525
Johnson Investment Counsel
Ohio
$4.39M +$923K +34,825 +27%