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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
SFG
351
SevenBridge Financial Group
Pennsylvania
$8.75M
HAS
352
HBW Advisory Services
California
$8.67M
GB
353
Gunma Bank
Japan
$8.61M
TA
354
TruWealth Advisors
Louisiana
$8.51M
FMC
355
First Merchants Corp
Indiana
$8.51M
AWM
356
AE Wealth Management
Kansas
$8.51M
AC
357
Avant Capital
Louisiana
$8.44M
SAI
358
Savvy Advisors Inc
New York
$8.35M
NEPWA
359
New England Private Wealth Advisors
Massachusetts
$8.31M
MAM
360
Marquette Asset Management
Minnesota
$8.22M
PTP
361
Platform Technology Partners
New York
$8.21M
BWM
362
BCS Wealth Management
Tennessee
$8.21M
MS
363
Madden Securities
Texas
$8.2M
PRS
364
Pinkerton Retirement Specialists
Idaho
$8.2M
SOS
365
Silver Oak Securities
Tennessee
$8.17M
SWM
366
Sendero Wealth Management
Texas
$8.14M
MA
367
MBA Advisors
Pennsylvania
$8.02M
AAMC
368
Asset Allocation & Management Company
Illinois
$8.01M
CAG
369
Curtis Advisory Group
California
$8M
UCFA
370
United Capital Financial Advisors
Texas
$7.91M
PF
371
Penney Financial
Texas
$7.85M
TBC
372
Ted Buchan & Co
California
$7.84M
RF
373
Robbins Farley
New Hampshire
$7.83M
QCM
374
Quantinno Capital Management
New York
$7.79M
JWWM
375
Johnson & White Wealth Management
Pennsylvania
$7.75M