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Schwab US Dividend Equity ETF

1,763 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 826 increasing their positions, 627 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
23.63%
Holding in Top 10
241
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-14.54%
% of All Funds
3.23%
New
130
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 %
AWG
876
Altus Wealth Group
Colorado
$1.43M +$125K +4,730 +10%
EFG
877
Ehrlich Financial Group
California
$1.42M +$110K +4,143 +8%
WB
878
West Bancorporation
Iowa
$1.42M
IC
879
Inscription Capital
Texas
$1.41M +$416K +15,685 +42%
CRI
880
Commonwealth Retirement Investments
Virginia
$1.41M -$104K -3,923 -7%
BFG
881
Bleakley Financial Group
New Jersey
$1.41M +$837K +31,598 +147%
SIAG
882
Signet Investment Advisory Group
Rhode Island
$1.4M -$14K -530 -1%
GSEP
883
Golden State Equity Partners
California
$1.4M -$101K -3,796 -7%
ODIJL
884
One Day In July LLC
Vermont
$1.4M +$479K +18,081 +52%
RW
885
REDW Wealth
New Mexico
$1.39M +$107K +4,050 +8%
WWA
886
Wingate Wealth Advisors
Massachusetts
$1.38M -$160K -6,036 -10%
PWP
887
Precedent Wealth Partners
Texas
$1.38M -$19.3K -727 -1%
WHC
888
Wulff, Hansen & Co
California
$1.38M -$52.3K -1,975 -4%
SLWA
889
San Luis Wealth Advisors
California
$1.37M +$111K +4,182 +9%
ECA
890
Elevation Capital Advisory
Oregon
$1.37M +$31.5K +1,189 +2%
GWM
891
Guardian Wealth Management
Illinois
$1.37M +$4.06K +153 +0.3%
OSAM
892
O'Shaughnessy Asset Management
Connecticut
$1.37M -$1.36M -51,313 -50%
MTIC
893
Missouri Trust & Investment Company
Missouri
$1.36M
DT
894
Diversified Trust
Tennessee
$1.36M +$30.7K +1,159 +2%
MWM
895
Maripau Wealth Management
Indiana
$1.36M +$511K +19,242 +60%
CFG
896
Chapman Financial Group
Hawaii
$1.36M +$1.36M +51,177 New
SWP
897
Semus Wealth Partners
Florida
$1.35M +$11.1K +420 +0.8%
FCIM
898
Fairview Capital Investment Management
California
$1.34M +$147K +5,538 +12%
BPW
899
BLVD Private Wealth
Kentucky
$1.33M +$1.33M +50,266 New
MAMG
900
Milestone Asset Management Group
Connecticut
$1.33M +$38.5K +1,451 +3%