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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
Kovitz Investment Group Partners
601
Kovitz Investment Group Partners
Illinois
$3.49M
CWP
602
Concord Wealth Partners
Virginia
$3.48M
CAMV
603
Concord Asset Management (Virginia)
Virginia
$3.48M
MPIA
604
Milestones Private Investment Advisors
New York
$3.48M
NS
605
NBC Securities
Alabama
$3.46M
RBFC
606
Roman Butler Fullerton & Co
Missouri
$3.46M
CA
607
Cambridge Advisors
Nebraska
$3.45M
SQA
608
Simon Quick Advisors
New Jersey
$3.45M
Bessemer Group
609
Bessemer Group
New Jersey
$3.44M
AFA
610
AllGen Financial Advisors
Florida
$3.43M
MFG
611
Mainsail Financial Group
Washington
$3.42M
SIA
612
Soltis Investment Advisors
Utah
$3.41M
WLIM
613
White Lighthouse Investment Management
Massachusetts
$3.38M
CL
614
COWA LLC
Oklahoma
$3.37M
CPRC
615
Consolidated Portfolio Review Corp
New York
$3.35M
SF
616
Synovus Financial
Georgia
$3.35M
S
617
Sachetta
Massachusetts
$3.34M
WFAG
618
Worth Financial Advisory Group
North Carolina
$3.33M
PAS
619
PKS Advisory Services
New York
$3.31M
NJIM
620
Nabity-Jensen Investment Management
Nebraska
$3.31M
FFA
621
Florida Financial Advisors
Florida
$3.31M
WP
622
Wealthspan Partners
Iowa
$3.3M
CAL
623
Capital Analysts LLC
Pennsylvania
$3.29M
SAF
624
Smith Anglin Financial
Texas
$3.28M
EIG
625
Ellenbecker Investment Group
Wisconsin
$3.27M