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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 %
AIA
76
Allied Investment Advisors
Montana
$43.3M +$2.68M +101,274 +7%
RCM
77
Richardson Capital Management
Wisconsin
$43M +$4.95M +186,892 +13%
SIG
78
Spinnaker Investment Group
California
$42.8M -$3.22M -121,411 -7%
WA
79
Waverly Advisors
Alabama
$41.9M -$311K -11,731 -0.7%
SAM
80
Securian Asset Management
Minnesota
$41.9M
CIBC World Market
81
CIBC World Market
Ontario, Canada
$41.1M +$23.6M +891,723 +135%
PA
82
Pinnacle Associates
New York
$40.5M -$1.08M -40,631 -3%
NQWM
83
Northwest Quadrant Wealth Management
Oregon
$40.4M +$728K +27,459 +2%
WFS
84
Walker Financial Services
Kentucky
$40.4M +$3.03M +114,481 +8%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$40.1M +$675K +25,465 +2%
William Blair & Company
86
William Blair & Company
Illinois
$39.3M -$631K -23,796 -2%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$39.2M +$295K +11,131 +0.8%
AF
88
Apexium Financial
Texas
$38.6M +$2.65M +100,139 +7%
EA
89
Evergreen Advisors
Tennessee
$38.3M +$109K +4,122 +0.3%
HWM
90
HB Wealth Management
Georgia
$38.2M -$2.23M -84,123 -6%
LS
91
Leelyn Smith
Illinois
$37.7M +$1.82M +68,509 +5%
SFG
92
Sunburst Financial Group
Alabama
$36.7M +$1.14M +42,964 +3%
BPA
93
Beacon Pointe Advisors
California
$36.3M +$1.63M +61,697 +5%
CL
94
Choreo LLC
Illinois
$35.2M +$6.83M +257,583 +24%
SI
95
Stephens Inc
Arkansas
$34.9M +$8.7M +328,371 +33%
NRI
96
NFP Retirement Inc
California
$34.9M -$382K -14,398 -1%
PD
97
Planning Directions
Pennsylvania
$34.6M +$721K +27,216 +2%
NFW
98
Noble Family Wealth
Florida
$34.2M +$500K +18,886 +1%
CWM
99
Cedar Wealth Management
California
$34.1M +$500K +18,876 +1%
FPAS
100
Focus Partners Advisor Solutions
Missouri
$33.9M -$4.71M -177,603 -12%