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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 %
MIA
951
MainStreet Investment Advisors
Illinois
$1.1M +$809K +30,535 +282%
ETC
952
Exchange Traded Concepts
Oklahoma
$1.09M +$1.09M +40,994 New
GJIA
953
Glass Jacobson Investment Advisors
Maryland
$1.08M -$237K -8,927 -18%
SAM
954
Secure Asset Management
Michigan
$1.08M -$1.47M -55,350 -58%
WAL
955
W Advisors LLC
Tennessee
$1.07M +$200K +7,533 +23%
CG
956
Cynosure Group
Utah
$1.07M +$1.54K +58 +0.1%
JFG
957
JMG Financial Group
Illinois
$1.06M +$86.5K +3,265 +9%
BB
958
Bell Bank
North Dakota
$1.06M +$159K +6,005 +18%
YWM
959
Yoder Wealth Management
California
$1.06M -$10.3K -390 -1%
CSA
960
Cottage Street Advisors
Massachusetts
$1.06M -$18.5K -698 -2%
SWP
961
Summit Wealth Partners
Florida
$1.06M -$201K -7,596 -16%
ACM
962
Advance Capital Management
Michigan
$1.05M -$236K -8,902 -18%
GF
963
Gries Financial
Ohio
$1.05M -$27.3K -1,029 -3%
ACA
964
Atlas Capital Advisors
Wyoming
$1.05M -$90.4K -3,412 -8%
CWM
965
Collaborative Wealth Management
Florida
$1.05M +$58.9K +2,224 +6%
SIMG
966
Sonora Investment Management Group
Arizona
$1.04M +$93.1K +3,515 +10%
BTWM
967
Baker Tilly Wealth Management
Wisconsin
$1.04M +$4.16K +157 +0.4%
TCM
968
TD Capital Management
Tennessee
$1.04M +$504K +19,035 +95%
BAWC
969
Boyce & Associates Wealth Consulting
Texas
$1.03M +$71.4K +2,696 +7%
NCM
970
Next Capital Management
New York
$1.03M +$19K +717 +2%
MWM
971
Modera Wealth Management
New Jersey
$1.02M +$180K +6,775 +21%
JCFM
972
JBR Co Financial Management
Oklahoma
$1.02M -$307K -11,572 -23%
CA
973
Clune & Associates
Illinois
$1.02M +$46K +1,736 +5%
RK
974
Rather & Kittrell
Tennessee
$1.02M
FNBTCON
975
First National Bank & Trust Co of Newtown
Pennsylvania
$1.01M -$12.7K -480 -1%