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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
PWA
701
Physician Wealth Advisors
Utah
$2.62M
MCM
702
Mengis Capital Management
Oregon
$2.62M
ISWM
703
Independent Solutions Wealth Management
New York
$2.61M
MWA
704
Muirfield Wealth Advisors
North Carolina
$2.61M
VFA
705
Valeo Financial Advisors
Indiana
$2.59M
SSI
706
Scott & Selber Inc
Texas
$2.58M
ZIG
707
Zullo Investment Group
Pennsylvania
$2.57M
GWM
708
Geneos Wealth Management
Colorado
$2.56M
BJL
709
Brighton Jones LLC
Washington
$2.56M
CIG
710
CHB Investment Group
Pennsylvania
$2.55M
FWM
711
FMA Wealth Management
Massachusetts
$2.55M
RWP
712
Revolve Wealth Partners
New Jersey
$2.54M
CFO
713
Collective Family Office
Pennsylvania
$2.54M
CA
714
Crewe Advisors
Utah
$2.53M
CS
715
Capital Square
Tennessee
$2.53M
PCIA
716
Prime Capital Investment Advisors
Kansas
$2.51M
WPC
717
Wedmont Private Capital
Pennsylvania
$2.51M
SWM
718
Silverlake Wealth Management
Vermont
$2.51M
ATC
719
Argent Trust Co
Tennessee
$2.51M
RFA
720
Register Financial Advisors
Georgia
$2.5M
BRWA
721
B. Riley Wealth Advisors
Florida
$2.49M
FWP
722
Forefront Wealth Partners
Texas
$2.49M
WF
723
Welch & Forbes
Massachusetts
$2.48M
Squarepoint
724
Squarepoint
New York
$2.46M
LNWWM
725
Laird Norton Wetherby Wealth Management
California
$2.46M