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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
LSA
401
Lion Street Advisors
Texas
$7.1M
NL
402
Navalign LLC
California
$7.07M
CFO
403
Custos Family Office
Texas
$7.04M
KA
404
Kure Advisory
Minnesota
$7.04M
WIM
405
WealthPlan Investment Management
Nebraska
$6.97M
TFS
406
Thoroughbred Financial Services
Tennessee
$6.96M
AFO
407
Arrowroot Family Office
California
$6.96M
Northern Trust
408
Northern Trust
Illinois
$6.96M
AWM
409
Accredited Wealth Management
Kentucky
$6.95M
PNC Financial Services Group
410
PNC Financial Services Group
Pennsylvania
$6.93M
NCM
411
NCM Capital Management
New Jersey
$6.91M
PIMG
412
Patriot Investment Management Group
Tennessee
$6.89M
BFWA
413
Benchmark Financial Wealth Advisors
Florida
$6.87M
FIC
414
Family Investment Center
Missouri
$6.8M
BWM
415
Base Wealth Management
Florida
$6.79M
USCWA
416
U.S. Capital Wealth Advisors
Texas
$6.75M
PSCM
417
Per Stirling Capital Management
Texas
$6.69M
YLHM
418
Yelin Lapidot Holdings Management
Israel
$6.67M
DCM
419
Donaldson Capital Management
Indiana
$6.64M
BMCM
420
Burns Matteson Capital Management
New York
$6.62M
TF
421
Tudor Financial
Ohio
$6.59M
CCA
422
Cypress Capital Advisors
Tennessee
$6.59M
HWM
423
HRC Wealth Management
Idaho
$6.59M
BCI
424
Brinker Capital Investments
Pennsylvania
$6.59M
CA
425
CapWealth Advisors
Tennessee
$6.59M