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Schwab US Dividend Equity ETF

1,772 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, 829 increasing their positions, 632 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.88% less ownership

Funds ownership: 34.29%30.42% (-3.9%)

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.2B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
243
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$71.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
251
Montis Financial
Massachusetts
$13.2M
SEIA
252
Signature Estate & Investment Advisors
California
$13.2M
EWA
253
EP Wealth Advisors
California
$13.1M
MCM
254
Mendel Capital Management
Arkansas
$13M
BBW
255
Blue Barn Wealth
Utah
$13M
LIM
256
Leavell Investment Management
Alabama
$12.9M
YWM
257
Yukon Wealth Management
Kansas
$12.9M
ISFAN
258
Investor's Fiduciary Advisor Network
Washington
$12.9M
GA
259
GSG Advisors
New Jersey
$12.9M
LWM
260
Lighthouse Wealth Management
Ohio
$12.8M
OWM
261
Olympus Wealth Management
Utah
$12.7M
WCM
262
Winthrop Capital Management
Indiana
$12.6M
LFS
263
Legacy Financial Strategies
Kansas
$12.5M
NFG
264
Nations Financial Group
Iowa
$12.5M
TFA
265
Trinity Financial Advisors
Ohio
$12.4M
CIA
266
Concurrent Investment Advisors
Florida
$12.4M
SFWC
267
Strategic Family Wealth Counselors
New Jersey
$12.3M
MGIA
268
Moneta Group Investment Advisors
Missouri
$12.3M
GRP
269
Global Retirement Partners
California
$12.2M
MFIM
270
Mesirow Financial Investment Management
Illinois
$12.2M
SB
271
Strategic Blueprint
Georgia
$12.1M
GB
272
Goepper Burkhardt
South Carolina
$12.1M
Fidelity Investments
273
Fidelity Investments
Massachusetts
$12M
CMP
274
Courage Miller Partners
Virginia
$11.8M
CFMC
275
Curbstone Financial Management Corp
New Hampshire
$11.8M