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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 %
W
1526
WealthCollab
Washington
$227K +$265 +10 +0.1%
SM
1527
Sensible Money
Arizona
$226K +$133 +5 +0.1%
LW
1528
Libra Wealth
California
$226K +$226K +8,526 New
FFG
1529
Fiduciary Financial Group
California
$225K -$25.9K -956 -10%
CBT
1530
Crews Bank & Trust
Florida
$224K -$46.5K -1,753 -17%
WA
1531
WESPAC Advisors
California
$223K +$2.12K +80 +1%
CMP
1532
Coston McIsaac & Partners
Maine
$223K +$9.88K +375 +5%
SSWM
1533
Smith Salley Wealth Management
North Carolina
$223K -$580K -21,882 -72%
WAAG
1534
Wealth Alliance Advisory Group
Kansas
$222K -$280K -10,555 -56%
SPWG
1535
Syntegra Private Wealth Group
Missouri
$220K +$220K +8,317 New
ECM
1536
EagleClaw Capital Management
Massachusetts
$220K +$220K +8,300 New
SOWAS
1537
Silver Oak Wealth Advisors Services
California
$219K
TSWM
1538
Triangle Securities Wealth Management
North Carolina
$219K -$192K -7,260 -47%
WPA
1539
West Paces Advisors
Georgia
$217K +$103K +3,904 +91%
VCM
1540
Vivaldi Capital Management
Illinois
$217K -$2.16M -81,667 -91%
AFG
1541
Arkansas Financial Group
Arkansas
$216K +$216K +7,889 New
UB
1542
UMB Bank
Missouri
$215K
AIC
1543
Archer Investment Corporation
Indiana
$214K +$24.6K +929 +13%
KWM
1544
Keebeck Wealth Management
Illinois
$213K +$213K +8,044 New
HFS
1545
Heritage Financial Services
Massachusetts
$213K +$2.65K +100 +1%
HG
1546
Harbor Group
New Hampshire
$213K
TFA
1547
Toth Financial Advisory
Virginia
$212K +$8.8K +332 +4%
WC
1548
Waterloo Capital
Texas
$211K +$211K +7,970 New
UW
1549
Unique Wealth
Florida
$211K +$211K +7,960 New
WWM
1550
Wagner Wealth Management
South Carolina
$210K +$7.13K +269 +4%