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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
BGAI
376
Bruce G. Allen Investments
Colorado
$7.73M
SSWM
377
Sheets Smith Wealth Management
North Carolina
$7.71M
BAM
378
Belpointe Asset Management
Nevada
$7.7M
GFPC
379
Global Financial Private Client
Florida
$7.69M
CA
380
Clearstead Advisors
Ohio
$7.63M
WIA
381
World Investment Advisors
California
$7.61M
OP
382
ORG Partners
Indiana
$7.61M
PVAMC
383
PPS&V Asset Management Consultants
Michigan
$7.59M
CFA
384
Cahill Financial Advisors
Minnesota
$7.56M
NB
385
NBT Bank
New York
$7.56M
HSA
386
HBK Sorce Advisory
Pennsylvania
$7.55M
GFP
387
Guardian Financial Partners
California
$7.55M
SFMG
388
Sage Financial Management Group
Virginia
$7.53M
JSL
389
JT Stratford LLC
Georgia
$7.51M
MHFA
390
Mission Hills Financial Advisory
California
$7.49M
MCA
391
MSH Capital Advisors
Arizona
$7.47M
CFG
392
Certior Financial Group
Pennsylvania
$7.45M
SCM
393
SCS Capital Management
Massachusetts
$7.39M
TF
394
Trek Financial
Arizona
$7.36M
CA
395
Continuum Advisory
Idaho
$7.3M
FT
396
Fiduciary Trust
Massachusetts
$7.29M
Capital Fund Management (CFM)
397
Capital Fund Management (CFM)
France
$7.17M
FPGK
398
Financial Partners Group (Kansas)
Kansas
$7.16M
PL
399
Plancorp LLC
Missouri
$7.15M
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$7.15M