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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 %
PAMG
1251
Patton Albertson Miller Group
Tennessee
$462K -$45.6K -1,722 -9%
HP
1252
Holistic Planning
Texas
$462K +$39.8K +1,501 +9%
CMMS
1253
Comprehensive Money Management Services
Florida
$460K -$21.2K -800 -4%
IAG
1254
Investmark Advisory Group
Connecticut
$459K -$49.7K -1,876 -10%
MWA
1255
Meridian Wealth Advisors
Texas
$455K
HOWA
1256
Heritage Oak Wealth Advisors
Florida
$455K +$19.4K +733 +4%
VWM
1257
Valley Wealth Managers
New Jersey
$455K -$517K -19,505 -53%
ATPW
1258
Ashton Thomas Private Wealth
Arizona
$454K +$76K +2,867 +20%
ESB
1259
Essex Savings Bank
Connecticut
$453K
RFC
1260
Regions Financial Corp
Alabama
$451K -$6.07K -229 -1%
DWG
1261
Darden Wealth Group
Michigan
$451K +$3.68K +139 +0.8%
GSWM
1262
Golden State Wealth Management
California
$449K -$8.67K -327 -2%
VHAM
1263
Van Hulzen Asset Management
California
$445K -$9.81K -370 -2%
1SB
1264
1ST Source Bank
Indiana
$442K
NHC
1265
Nicholas Hoffman & Company
Georgia
$441K -$5.78K -218 -1%
TC
1266
Trust Company
Kansas
$439K -$3.24M -122,090 -88%
LEFP
1267
Leading Edge Financial Planning
Tennessee
$439K +$36.8K +1,390 +9%
CWA
1268
Cura Wealth Advisors
Illinois
$438K +$122K +4,590 +38%
RMDI
1269
R.M. Davis Inc
Maine
$438K -$4.11K -155 -0.9%
PCM
1270
Prospera Capital Management
Arizona
$437K -$70.8K -2,670 -14%
CCA
1271
Carrera Capital Advisors
Michigan
$436K +$4.24K +160 +1%
SFG
1272
Sovereign Financial Group
Connecticut
$433K +$34.8K +1,314 +9%
IPWA
1273
International Private Wealth Advisors
California
$432K -$21.6K -815 -5%
RWB
1274
RMR Wealth Builders
New Jersey
$432K +$13.8K +519 +3%
PCS
1275
Private Client Services
Kentucky
$430K -$17.4K -655 -4%