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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
WIP
551
WealthCare Investment Partners
Rhode Island
$4.05M
KFSN
552
Keystone Financial Services (Nebraska)
Nebraska
$4.03M
MWM
553
MOKAN Wealth Management
Kansas
$4M
IF
554
Intrua Financial
Texas
$3.99M
BL
555
BFSG LLC
California
$3.96M
FTS
556
Fifth Third Securities
Ohio
$3.94M
MWM
557
Maridea Wealth Management
New York
$3.92M
SA
558
Sovran Advisors
California
$3.91M
BIM
559
Breakwater Investment Management
Washington
$3.9M
ANTB
560
AMG National Trust Bank
Colorado
$3.88M
PAG
561
Paladin Advisory Group
Iowa
$3.87M
AWP
562
Axis Wealth Partners
Rhode Island
$3.86M
CNB
563
Camden National Bank
Maine
$3.84M
DRP
564
Decker Retirement Planning
Utah
$3.84M
GLA
565
Good Life Advisors
Pennsylvania
$3.82M
FIA
566
Foundations Investment Advisors
Arizona
$3.82M
VCWM
567
Vista Cima Wealth Management
Arizona
$3.81M
GCA
568
Genesee Capital Advisors
New York
$3.8M
SMWM
569
Silvia McColl Wealth Management
California
$3.8M
GIM
570
Guild Investment Management
California
$3.79M
GIA
571
Gladstone Institutional Advisory
Florida
$3.79M
SMFG
572
Sumitomo Mitsui Financial Group
Japan
$3.77M
GCA
573
Gradient Capital Advisors
California
$3.77M
KNFPWM
574
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.74M
LCM
575
LVM Capital Management
Michigan
$3.74M