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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
DAS
476
DMKC Advisory Services
Iowa
$5.39M
FF
477
Friday Financial
Iowa
$5.39M
LPT
478
Legacy Private Trust
Wisconsin
$5.38M
AWM
479
Apollon Wealth Management
South Carolina
$5.36M
AAP
480
Arax Advisory Partners
Colorado
$5.3M
TCM
481
Towercrest Capital Management
Pennsylvania
$5.26M
AWMG
482
Alliance Wealth Management Group
New Jersey
$5.26M
AOWM
483
Alpha Omega Wealth Management
Virginia
$5.24M
UBG
484
United Bank (Georgia)
Georgia
$5.19M
TA
485
TrueWealth Advisors
Alabama
$5.17M
KWA
486
Kellett Wealth Advisors
Ohio
$5.13M
SAM
487
Smartleaf Asset Management
Massachusetts
$5.11M
AQR Capital Management
488
AQR Capital Management
Connecticut
$5.1M
PFP
489
Pinnacle Financial Partners
Tennessee
$5.09M
HA
490
Hofer & Associates
California
$5.06M
NL
491
NWAM LLC
Washington
$5.06M
SWM
492
Spire Wealth Management
Virginia
$5.05M
KIA
493
KCM Investment Advisors
California
$5.03M
MWG
494
Martin Worley Group
Utah
$4.99M
SF
495
Seek First
California
$4.95M
ST
496
Smithfield Trust
Pennsylvania
$4.93M
BPFA
497
Barnes Pettey Financial Advisors
Mississippi
$4.92M
MWM
498
MBE Wealth Management
Wisconsin
$4.9M
BSSFA
499
Baron Silver Stevens Financial Advisors
Florida
$4.9M
ACI
500
Alpha Cubed Investments
California
$4.89M