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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 %
GBWM
1351
Granite Bay Wealth Management
New Hampshire
$357K -$192K -7,268 -35%
GTAM
1352
Global Trust Asset Management
Florida
$357K +$155K +5,840 +77%
SIM
1353
Studio Investment Management
Illinois
$357K +$26.9K +1,016 +8%
ME
1354
McIlrath & Eck
Washington
$354K +$3.42K +129 +1%
UFA
1355
Uptown Financial Advisors
Texas
$354K
SC
1356
Sepio Capital
Utah
$352K +$11.7K +440 +3%
AIA
1357
AssuredPartners Investment Advisors
Florida
$351K -$4.26M -160,581 -92%
RWM
1358
RKL Wealth Management
Pennsylvania
$350K -$25.1K -948 -7%
GWANC
1359
Guardian Wealth Advisors (North Carolina)
North Carolina
$349K -$11.8K -444 -3%
WE
1360
Wealth Effects
Massachusetts
$348K -$30K -1,131 -8%
CAG
1361
Centerpoint Advisory Group
Kansas
$348K
CC
1362
Citrine Capital
California
$347K
PA
1363
Procyon Advisors
Connecticut
$347K -$30.3K -1,143 -8%
GHA
1364
GW Henssler & Associates
Georgia
$346K -$106K -4,003 -23%
ONSWM
1365
Old North State Wealth Management
North Carolina
$346K -$5.83K -220 -2%
NC
1366
NovaPoint Capital
Georgia
$345K
NP
1367
NorthRock Partners
Minnesota
$345K -$16.3K -613 -5%
PHWM
1368
Pine Harbor Wealth Management
Maryland
$344K -$32.4K -1,221 -9%
BWS
1369
Buck Wealth Strategies
Colorado
$344K +$94.5K +3,565 +38%
MCWA
1370
Meadow Creek Wealth Advisors
Georgia
$343K
SNBOSD
1371
Security National Bank of So Dak
Iowa
$343K
SWM
1372
Shakespeare Wealth Management
Wisconsin
$343K
YP
1373
YANKCOM Partnership
South Dakota
$342K
GWMR
1374
GC Wealth Management RIA
Massachusetts
$342K +$75.8K +2,859 +28%
LSIA
1375
LaSalle St. Investment Advisors
Illinois
$341K -$3.76M -141,752 -92%