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Schwab US Dividend Equity ETF

1,782 hedge funds and large institutions have $21.1B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 832 increasing their positions, 633 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:

3.79% less ownership

Funds ownership: 34.29%30.5% (-3.8%)

13% less capital invested

Capital invested by funds: $24.2B → $21.1B (-$3.15B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,782
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
AWA
276
Acorn Wealth Advisors
Michigan
$11.8M
AUB
277
Atlantic Union Bankshares
Virginia
$11.7M
SS
278
Sunbelt Securities
Texas
$11.7M
CSP
279
Cary Street Partners
Virginia
$11.7M
TPWA
280
TRUE Private Wealth Advisors
Oregon
$11.5M
OPPS
281
Obsidian Personal Planning Solutions
Maryland
$11.4M
SWMG
282
Sard Wealth Management Group
Georgia
$11.4M
AWM
283
Avior Wealth Management
Nebraska
$11.3M
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$11.2M
XF
285
XML Financial
Maryland
$11.1M
CPIG
286
Chicago Partners Investment Group
Illinois
$11.1M
MAG
287
Mayfair Advisory Group
Alabama
$11.1M
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$11.1M
P
289
&Partners
Tennessee
$11.1M
WLPWM
290
Walled Lake Planning & Wealth Management
Illinois
$11.1M
CWA
291
Canvas Wealth Advisors
Kansas
$11M
CCG
292
Coastwise Capital Group
California
$10.9M
MFA
293
Mayflower Financial Advisors
Massachusetts
$10.9M
SF
294
Summit Financial
New Jersey
$10.7M
RWA
295
Redhawk Wealth Advisors
Minnesota
$10.7M
LFAS
296
Level Four Advisory Services
Texas
$10.7M
CST
297
Charles Schwab Trust
Nevada
$10.7M
BEAM
298
Baker Ellis Asset Management
Washington
$10.6M
VNA
299
Valley National Advisers
Pennsylvania
$10.5M
OWM
300
Orgel Wealth Management
Wisconsin
$10.5M