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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
CW
301
Channel Wealth
California
$10.5M
AssetMark Inc
302
AssetMark Inc
California
$10.4M
LFP
303
Lakeshore Financial Planning
Michigan
$10.4M
MA
304
MONECO Advisors
Connecticut
$10.3M
CNWM
305
Clay Northam Wealth Management
California
$10.2M
DFA
306
DHJJ Financial Advisors
Illinois
$10.2M
NLWP
307
Next Level Wealth Planning
Idaho
$10.2M
FWA
308
Flagship Wealth Advisors
Massachusetts
$10.1M
BWA
309
BlueChip Wealth Advisors
Georgia
$10.1M
CWMG
310
Compass Wealth Management (Georgia)
Georgia
$10M
RMF
311
Red Mountain Financial
Colorado
$10M
ICM
312
Islay Capital Management
Texas
$9.97M
MAM
313
Madison Asset Management
Wisconsin
$9.92M
AI
314
Atria Investments
North Carolina
$9.92M
BEI
315
Benjamin Edwards Inc
Missouri
$9.82M
AAA
316
American Alpha Advisors
New York
$9.76M
CIC
317
Carnegie Investment Counsel
Ohio
$9.67M
MF
318
Meridian Financial
Massachusetts
$9.65M
OCFG
319
O'Connor Financial Group
Illinois
$9.65M
HBW
320
Hazlett, Burt & Watson
West Virginia
$9.62M
KFGG
321
Keystone Financial Group (Georgia)
Georgia
$9.61M
WAG
322
Winthrop Advisory Group
Massachusetts
$9.61M
SAM
323
Smithbridge Asset Management
Pennsylvania
$9.6M
JWS
324
Juncture Wealth Strategies
Arizona
$9.59M
CAP
325
Columbia Advisory Partners
Washington
$9.58M