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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 %
PWMG
1376
Pinnacle Wealth Management Group
Michigan
$340K +$848 +32 +0.3%
GF
1377
GGM Financials
Ohio
$338K +$901 +34 +0.3%
EWM
1378
Evolution Wealth Management
Florida
$338K +$338K +12,752 New
HIS
1379
Horizon Investment Services
Indiana
$337K -$180K -6,795 -35%
CAL
1380
Capital Advisors Ltd
Ohio
$335K +$50.4K +1,900 +18%
DJSG
1381
D.J. St. Germain
Massachusetts
$334K -$42.3K -1,595 -11%
SSW
1382
Stone Summit Wealth
Florida
$333K
CLP
1383
Charis Legacy Partners
Texas
$332K -$252K -9,511 -43%
RCAG
1384
Rehmann Capital Advisory Group
Michigan
$331K +$71.9K +2,713 +28%
HKIMG
1385
Hutchens & Kramer Investment Management Group
Indiana
$331K -$39.7K -1,467 -11%
SWM
1386
SK Wealth Management
Rhode Island
$329K +$3.36K +123 +1%
PA
1387
Promethium Advisors
Maryland
$327K -$265K -9,987 -45%
PGF
1388
Plan Group Financial
Oklahoma
$327K -$327K -12,321 -50%
FWCM
1389
Ferguson Wellman Capital Management
Oregon
$326K +$1.22K +46 +0.4%
FPCG
1390
Forum Private Client Group
Indiana
$325K +$325K +12,261 New
MAG
1391
Members Advisory Group
New York
$324K -$12K -454 -4%
VWM
1392
Vigilare Wealth Management
Arizona
$324K -$111K -4,189 -26%
SIC
1393
Sage Investment Counsel
Tennessee
$322K -$106K -4,015 -25%
NAM
1394
NorthCrest Asset Manangement
Minnesota
$321K -$999K -36,512 -76%
BSCCG
1395
Blue Sky Capital Consultants Group
California
$321K -$56.2K -2,120 -15%
JCM
1396
J2 Capital Management
Michigan
$321K
PWM
1397
PTM Wealth Management
United States
$321K +$11.1K +406 +4%
KA
1398
Klingman & Associates
New York
$319K -$4.72K -178 -1%
FFA
1399
Fairfield Financial Advisors
Massachusetts
$318K +$318K +12,009 New
WTC
1400
WhitTier Trust Company
Nevada
$318K