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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
CPG
451
Cornerstone Planning Group
New Jersey
$5.93M
AIA
452
Armor Investment Advisors
North Carolina
$5.89M
BWM
453
Benchmark Wealth Management
Connecticut
$5.87M
PIAS
454
PCA Investment Advisory Services
Ohio
$5.85M
TAM
455
Titleist Asset Management
Texas
$5.82M
GFG
456
Goldstone Financial Group
Illinois
$5.81M
GSIS
457
Global Strategic Investment Solutions
Arizona
$5.8M
JWCA
458
J.W. Cole Advisors
Florida
$5.71M
TSS
459
Two Sigma Securities
New York
$5.71M
AWA
460
Arkadios Wealth Advisors
Georgia
$5.69M
SFA
461
Sequoia Financial Advisors
Ohio
$5.67M
FFWM
462
Future Financial Wealth Management
Ohio
$5.66M
DBRC
463
D.B. Root & Company
Pennsylvania
$5.64M
SCP
464
Stevens Capital Partners
Nebraska
$5.63M
FHA
465
Flagship Harbor Advisors
Massachusetts
$5.62M
RDWM
466
Red Door Wealth Management
Tennessee
$5.61M
SJIM
467
St. Johns Investment Management
Florida
$5.6M
NAS
468
NWF Advisory Services
California
$5.57M
WP
469
WealthPLAN Partners
Nebraska
$5.57M
AFG
470
Atomi Financial Group
New York
$5.57M
IA
471
Insight Advisors
Pennsylvania
$5.56M
BIA
472
Barry Investment Advisors
Massachusetts
$5.5M
BFP
473
Beacon Financial Planning
Massachusetts
$5.5M
MLICM
474
Metropolitan Life Insurance Company (MetLife)
New York
$5.42M
TWA
475
Talisman Wealth Advisors
New Jersey
$5.39M