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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
GAG
526
GM Advisory Group
New York
$4.39M
JIC
527
Johnson Investment Counsel
Ohio
$4.39M
FWA
528
FSC Wealth Advisors
New York
$4.36M
Comerica Bank
529
Comerica Bank
Texas
$4.35M
MWM
530
Moran Wealth Management
Florida
$4.35M
SIS
531
Strategic Investment Solutions
Illinois
$4.34M
TYCC
532
Texas Yale Capital Corp
Florida
$4.34M
RW
533
RVW Wealth
California
$4.32M
LIA
534
LS Investment Advisors
Michigan
$4.3M
US Bancorp
535
US Bancorp
Minnesota
$4.27M
ACG
536
Allen Capital Group
Nebraska
$4.26M
CIC
537
Cutler Investment Counsel
Oregon
$4.24M
PCMN
538
Paradigm Capital Management (Nevada)
Nevada
$4.24M
RSWM
539
Robertson Stephens Wealth Management
California
$4.21M
ACM
540
Advisors Capital Management
New Jersey
$4.2M
HFS
541
Hopwood Financial Services
Virginia
$4.2M
GPFA
542
Game Plan Financial Advisors
Ohio
$4.19M
PFS
543
Prospera Financial Services
Texas
$4.17M
CA
544
Cresta Advisors
Texas
$4.16M
PFA
545
Pathway Financial Advisers
Indiana
$4.16M
OAM
546
Oppenheimer Asset Management
New York
$4.15M
RFA
547
Rollins Financial Advisors
New York
$4.14M
LA
548
Lynch & Associates
Indiana
$4.12M
OFP
549
OLIO Financial Planning
Virginia
$4.1M
HIW
550
Holos Integrated Wealth
Pennsylvania
$4.09M