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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
MSS
726
Mitchell Sinkler & Starr
Pennsylvania
$2.45M
Luther King Capital Management (LKCM)
727
Luther King Capital Management (LKCM)
Texas
$2.44M
BCI
728
Blue Capital Inc
Nebraska
$2.44M
SFPG
729
Stonebridge Financial Planning Group
Florida
$2.43M
WWA
730
WCG Wealth Advisors
Nevada
$2.43M
CT
731
Clearstead Trust
Maine
$2.41M
VA
732
Vident Advisory
Georgia
$2.41M
JWBC
733
John W. Brooker & Co
California
$2.4M
BWP
734
BlueStem Wealth Partners
Minnesota
$2.39M
AWP
735
Atlas Wealth Partners
Pennsylvania
$2.38M
BWAM
736
Boyd Watterson Asset Management
Ohio
$2.38M
CT
737
Caldwell Trust
Florida
$2.37M
BAM
738
Berkshire Asset Management
Pennsylvania
$2.37M
WCG
739
Weaver Consulting Group
California
$2.35M
EA
740
Enclave Advisors
Texas
$2.35M
PCM
741
Pennsylvania Capital Management
Pennsylvania
$2.34M
BBPWM
742
Blue Bell Private Wealth Management
Pennsylvania
$2.34M
SIM
743
Stratos Investment Management
Ohio
$2.32M
RAG
744
RIA Advisory Group
Iowa
$2.31M
FA
745
Freestate Advisors
Kansas
$2.31M
NFTC
746
North Forty Two & Co
Oregon
$2.3M
OWM
747
Opes Wealth Management
California
$2.27M
GWWM
748
Great Waters Wealth Management
Minnesota
$2.27M
M
749
MYeCFO
California
$2.25M
AL
750
ACAS LLC
California
$2.25M