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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
OPA
426
Old Port Advisors
Maine
$6.58M
MIA
427
Milestone Investment Advisors
Wisconsin
$6.53M
IRC
428
Investors Research Corp
Georgia
$6.47M
SWP
429
Strategic Wealth Partners
Ohio
$6.47M
MWM
430
Meridian Wealth Management
Kentucky
$6.4M
CS
431
Crescent Sterling
Louisiana
$6.4M
VWA
432
Visionary Wealth Advisors
Illinois
$6.39M
UWM
433
USAdvisors Wealth Management
Minnesota
$6.38M
NCM
434
Northwest Capital Management
Oregon
$6.28M
SWA
435
Stratos Wealth Advisors
Ohio
$6.24M
CW
436
CreativeOne Wealth
Kansas
$6.24M
HNWAG
437
High Net Worth Advisory Group
Florida
$6.21M
HA
438
HC Advisors
Georgia
$6.2M
CF
439
Cyr Financial
Illinois
$6.2M
MWS
440
MFA Wealth Services
California
$6.2M
Brown Advisory
441
Brown Advisory
Maryland
$6.17M
AAA
442
Adams Asset Advisors
Texas
$6.14M
MWM
443
Modern Wealth Management
Kansas
$6.12M
FTWA
444
Fifth Third Wealth Advisors
Ohio
$6.11M
IC
445
IEQ Capital
California
$6.06M
MFF
446
Michels Family Financial
Texas
$6.06M
CWM
447
Centric Wealth Management
Illinois
$6.04M
RC
448
Rovin Capital
Arizona
$6M
DWM
449
Diversify Wealth Management
Utah
$5.98M
B
450
Bensler
Washington
$5.98M