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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
SCM
326
Spreng Capital Management
Ohio
$9.53M
IAS
327
Investment Advisory Services
Texas
$9.46M
PS
328
Principal Securities
Iowa
$9.42M
FFWA
329
FRG Family Wealth Advisors
Washington
$9.41M
CAC
330
Certified Advisory Corp
Florida
$9.4M
PF
331
Prosperitas Financial
California
$9.39M
FF
332
Fairway Financial
Florida
$9.34M
MWA
333
Merkkuri Wealth Advisors
New York
$9.33M
TL
334
Tradewinds LLC
North Carolina
$9.33M
YIA
335
YHB Investment Advisors
Connecticut
$9.33M
OHWP
336
Oak Harbor Wealth Partners
North Carolina
$9.29M
BIA
337
Bell Investment Advisors
California
$9.28M
BWM
338
Bernard Wealth Management
Michigan
$9.27M
IIA
339
Integral Investment Advisors
California
$9.26M
CFG
340
Citizens Financial Group
Rhode Island
$9.25M
DAS
341
Dynamic Advisor Solutions
Arizona
$9.21M
JFA
342
JNBA Financial Advisors
Minnesota
$9.21M
VCP
343
Verus Capital Partners
Arizona
$9.08M
SMC
344
Smith, Moore & Co
Missouri
$9.07M
JGCM
345
Joseph Group Capital Management
Ohio
$9.07M
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$9.07M
PAI
347
Pittenger & Anderson Inc
Nebraska
$8.91M
HCP
348
Holt Capital Partners
Texas
$8.86M
FA
349
Fiduciary Alliance
South Carolina
$8.81M
FLPIM
350
F.L. Putnam Investment Management
Massachusetts
$8.77M