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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 %
MWM
551
MOKAN Wealth Management
Kansas
$4M +$185K +6,985 +5%
IF
552
Intrua Financial
Texas
$3.99M -$12.8K -483 -0.3%
BL
553
BFSG LLC
California
$3.96M +$255K +9,608 +7%
FTS
554
Fifth Third Securities
Ohio
$3.94M -$177K -6,696 -4%
MWM
555
Maridea Wealth Management
New York
$3.92M +$2.96M +111,542 +306%
SA
556
Sovran Advisors
California
$3.91M +$338K +12,375 +9%
BIM
557
Breakwater Investment Management
Washington
$3.9M -$180K -6,775 -4%
ANTB
558
AMG National Trust Bank
Colorado
$3.88M +$9.65K +364 +0.2%
PAG
559
Paladin Advisory Group
Iowa
$3.87M +$82.2K +3,100 +2%
AWP
560
Axis Wealth Partners
Rhode Island
$3.86M +$85.9K +3,242 +2%
CNB
561
Camden National Bank
Maine
$3.84M +$168K +6,321 +5%
DRP
562
Decker Retirement Planning
Utah
$3.84M +$3.81M +143,586 +11,779%
GLA
563
Good Life Advisors
Pennsylvania
$3.82M +$117K +4,430 +3%
FIA
564
Foundations Investment Advisors
Arizona
$3.82M -$13.2M -499,120 -78%
VCWM
565
Vista Cima Wealth Management
Arizona
$3.81M +$168K +6,357 +5%
GCA
566
Genesee Capital Advisors
New York
$3.8M +$28.7K +1,083 +0.8%
SMWM
567
Silvia McColl Wealth Management
California
$3.8M -$14.7M -554,246 -79%
GIM
568
Guild Investment Management
California
$3.79M +$1.19M +44,855 +46%
GIA
569
Gladstone Institutional Advisory
Florida
$3.79M -$72.7K -2,745 -2%
SMFG
570
Sumitomo Mitsui Financial Group
Japan
$3.77M -$991K -37,400 -21%
GCA
571
Gradient Capital Advisors
California
$3.77M +$163K +6,152 +5%
KNFPWM
572
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.74M +$1.13M +42,468 +43%
LCM
573
LVM Capital Management
Michigan
$3.74M +$356K +13,419 +11%
FHC
574
First Heartland Consultants
Missouri
$3.73M -$643K -24,251 -15%
VWM
575
Vermillion Wealth Management
Minnesota
$3.71M +$361K +13,620 +11%