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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 %
MWM
1051
Mission Wealth Management
California
$782K +$266K +10,049 +52%
VAS
1052
Valicenti Advisory Services
New York
$782K +$36.8K +1,389 +5%
TC
1053
TFR Capital
Texas
$778K -$12.6K -476 -2%
C
1054
Certuity
Florida
$770K
BCWM
1055
Bartlett & Co Wealth Management
Ohio
$770K -$4.85K -183 -0.6%
RWM
1056
Rench Wealth Management
Texas
$768K -$5.19K -196 -0.7%
VAG
1057
VisionPoint Advisory Group
Texas
$767K +$22.8K +860 +3%
CWM
1058
CCG Wealth Management
California
$759K
MFG
1059
Magnus Financial Group
New York
$759K +$133K +5,008 +21%
WMWM
1060
Wilkins Miller Wealth Management
Alabama
$758K -$13.9K -526 -2%
B
1061
Bailard
California
$756K -$103K -3,900 -12%
OFG
1062
Orcam Financial Group
California
$754K -$228K -8,609 -23%
BCM
1063
Brasada Capital Management
Texas
$754K
VCAM
1064
Van Cleef Asset Management
Ohio
$753K -$18.7K -706 -2%
TPW
1065
Transatlantique Private Wealth
New York
$752K +$34.5K +1,303 +5%
SP
1066
Stonebrook Private
Michigan
$751K -$101K -3,816 -12%
PJSIMP
1067
P.J. Schmidt Investment Management (PJS)
Wisconsin
$749K +$1.17K +44 +0.2%
MBI
1068
May Barnhard Investments
Maryland
$745K -$5.41K -204 -0.7%
LWM
1069
Level Wealth Management
North Carolina
$745K +$3.95K +149 +0.5%
BF
1070
Bonfire Financial
Colorado
$740K
SWA
1071
Strategies Wealth Advisors
Michigan
$739K +$27 +1 +0%
HR
1072
Howe & Rusling
New York
$738K +$267K +10,070 +57%
WCM
1073
Weik Capital Management
Pennsylvania
$737K +$31.8K +1,200 +5%
SFG
1074
Sage Financial Group
Pennsylvania
$735K +$424 +16 +0.1%
FEG
1075
Fund Evaluation Group
Ohio
$734K +$734K +27,715 New