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Schwab US Dividend Equity ETF

1,770 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 828 increasing their positions, 631 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:

3.88% less ownership

Funds ownership: 34.29%30.41% (-3.9%)

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.21B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,770
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
CFS
51
CGC Financial Services
Oregon
$59.8M
Stifel Financial
52
Stifel Financial
Missouri
$59.4M
AF
53
Allworth Financial
California
$57.8M
MCM
54
MAI Capital Management
Ohio
$57.7M
DADC
55
D.A. Davidson & Co
Montana
$56M
SPIA
56
Steward Partners Investment Advisory
New York
$54.3M
HFS
57
Howard Financial Services
Texas
$53.8M
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$53M
SAM
59
Summit Asset Management
Tennessee
$52.3M
GKWIM
60
Gerber Kawasaki Wealth & Investment Management
California
$50.8M
HI
61
Harbour Investments
Wisconsin
$50.4M
EH
62
Equitable Holdings
New York
$50.4M
SCA
63
Scott Capital Advisors
Oregon
$49.6M
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$49.6M
PAG
65
Private Advisor Group
New Jersey
$48.5M
MSFS
66
Main Street Financial Solutions
Pennsylvania
$48.4M
VFG
67
Victory Financial Group
Texas
$48.1M
ETS
68
ESL Trust Services
New York
$47.9M
WF
69
Whelan Financial
California
$46.1M
BF
70
BOK Financial
Oklahoma
$45.4M
GRR
71
Golden Reserve Retirement
Ohio
$44.2M
RWP
72
Reliant Wealth Planning
Kentucky
$43.7M
SVWA
73
Sarver Vrooman Wealth Advisors
Missouri
$43.6M
BFS
74
Burkett Financial Services
South Carolina
$43.4M
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$43.4M