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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
FHC
576
First Heartland Consultants
Missouri
$3.73M
VWM
577
Vermillion Wealth Management
Minnesota
$3.71M
ML
578
McAdam LLC
Pennsylvania
$3.7M
CFGSD
579
Compass Financial Group (South Dakota)
South Dakota
$3.69M
OCM
580
Orion Capital Management
California
$3.67M
NG
581
Northstar Group
New York
$3.66M
VFIC
582
Valley Forge Investment Consultants
Pennsylvania
$3.65M
EWA
583
Evolution Wealth Advisors
Florida
$3.65M
CF
584
Centaurus Financial
California
$3.62M
WWM
585
Western Wealth Management
Colorado
$3.62M
RC
586
Roundview Capital
New Jersey
$3.61M
OPWM
587
Oxinas Partners Wealth Management
Indiana
$3.6M
NF
588
Nikulski Financial
Iowa
$3.58M
PMG
589
ProVise Management Group
Florida
$3.58M
NW
590
NewEdge Wealth
Pennsylvania
$3.56M
IA
591
IFG Advisory
Georgia
$3.56M
WIM
592
Warwick Investment Management
Texas
$3.56M
PIA
593
Panoramic Investment Advisors
Colorado
$3.56M
EWA
594
EverSource Wealth Advisors
Alabama
$3.56M
M&T Bank
595
M&T Bank
New York
$3.55M
SC
596
Savoie Capital
Illinois
$3.55M
AIM
597
AHL Investment Management
Florida
$3.52M
EA
598
Emerald Advisors
Washington
$3.51M
MA
599
MAS Advisors
Florida
$3.5M
CFSG
600
Clark Financial Services Group
Missouri
$3.49M