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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
P
626
Pitcairn
Pennsylvania
$3.24M
SIAG
627
Safeguard Investment Advisory Group
California
$3.24M
TWP
628
Total Wealth Planning
Ohio
$3.24M
EWP
629
Elevation Wealth Partners
California
$3.23M
AIM
630
Anchor Investment Management
South Carolina
$3.2M
CICC
631
Capital Investment Counsel (Colorado)
Colorado
$3.19M
TA
632
TPG Advisors
Illinois
$3.18M
SFC
633
Strategic Financial Concepts
Texas
$3.17M
SAW
634
Signal Advisors Wealth
Michigan
$3.14M
IAG
635
Investment Advisory Group
Massachusetts
$3.14M
WB
636
WesBanco Bank
West Virginia
$3.14M
FD
637
Financial Designs
California
$3.14M
EFG
638
Everhart Financial Group
Ohio
$3.14M
WA
639
WBH Advisory
Maryland
$3.13M
MA
640
McGrath & Associates
North Carolina
$3.13M
LCM
641
Liberty Capital Management
Michigan
$3.13M
HH
642
Hilltop Holdings
Texas
$3.13M
STFP
643
Signal Tree Financial Partners
Ohio
$3.13M
SC
644
Savant Capital
Illinois
$3.13M
EB
645
Eastern Bank
Massachusetts
$3.11M
Betterment LLC
646
Betterment LLC
New York
$3.11M
TCWM
647
Total Clarity Wealth Management
Illinois
$3.1M
SL
648
SFM LLC
New Hampshire
$3.08M
SFG
649
SNS Financial Group
Minnesota
$3.07M
WF
650
Warner Financial
Maryland
$3.07M