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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 %
EF
176
Elite Financial
Idaho
$19.4M -$17.5K -659 -0.1%
DI
177
DAGCO Inc
Ohio
$19.4M +$525K +19,798 +3%
GWM
178
Global Wealth Management
New Jersey
$19.4M +$573K +20,994 +3%
WFPG
179
Waller Financial Planning Group
Ohio
$19.3M +$4.04M +152,333 +26%
PSIWM
180
Paradigm Strategies in Wealth Management
Minnesota
$19.2M +$568K +21,445 +3%
IAN
181
Integrated Advisors Network
Texas
$19.2M +$412K +15,554 +2%
RW
182
Regimen Wealth
Georgia
$19.1M -$9.64M -363,800 -33%
MNA
183
Manning & Napier Advisors
New York
$19M -$991K -37,374 -5%
AA
184
Apriem Advisors
California
$18.8M +$6.38M +240,568 +51%
LNB
185
Ledyard National Bank
$18.8M +$1.76M +66,520 +10%
SF
186
Schaeffer Financial
Maryland
$18.6M +$373K +14,088 +2%
OIA
187
OneDigital Investment Advisors
Kansas
$18.5M -$234K -8,821 -1%
BCM
188
Brookstone Capital Management
Illinois
$18.5M -$11.8M -445,430 -39%
SEP
189
Southland Equity Partners
Missouri
$18.4M -$42.3K -1,597 -0.2%
Goldman Sachs
190
Goldman Sachs
New York
$18.2M +$2.49M +94,064 +16%
AP
191
Advisors Preferred
Maryland
$18.2M +$2.67M +98,600 +17%
TCM
192
Towneley Capital Management
California
$17.9M -$1.48M -55,880 -8%
PAG
193
Powers Advisory Group
Illinois
$17.6M -$393K -14,832 -2%
HAIM
194
Hunter Associates Investment Management
Pennsylvania
$17.6M -$670K -25,302 -4%
PWMAG
195
Pinnacle Wealth Management Advisory Group
New Jersey
$17.4M -$295K -11,116 -2%
PCWA
196
Pacific Capital Wealth Advisors
California
$17.3M +$1.06M +39,274 +7%
AWM
197
Axxcess Wealth Management
California
$17M -$281K -10,600 -2%
CFG
198
Cooper Financial Group
California
$16.8M +$1.05M +39,511 +7%
ASN
199
Advisory Services Network
Georgia
$16.7M +$2.53M +95,628 +18%
HCWM
200
Hidden Cove Wealth Management
Washington
$16.6M -$3.76M -142,000 -18%