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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
BBA
751
BLB&B Advisors
Pennsylvania
$2.25M
CPP
752
Capasso Planning Partners
South Carolina
$2.25M
AWM
753
Aprio Wealth Management
Georgia
$2.25M
WKSWA
754
White Knight Strategic Wealth Advisors
New Jersey
$2.23M
CPC
755
Consolidated Planning Corp
Georgia
$2.22M
BWMG
756
Barnes Wealth Management Group
California
$2.22M
CFD
757
Creative Financial Designs
Indiana
$2.22M
RMP
758
Richards, Merrill & Peterson
Washington
$2.21M
SFO
759
Stokes Family Office
Louisiana
$2.21M
HC
760
Hurley Capital
New York
$2.21M
V
761
ViaWealth
Kansas
$2.2M
KF
762
Krilogy Financial
Missouri
$2.19M
PPW
763
Pasadena Private Wealth
California
$2.19M
FNBOMD
764
First National Bank of Mount Dora
Florida
$2.18M
SWM
765
SpringVest Wealth Management
Texas
$2.18M
DW30
766
Drucker Wealth 3.0
New Jersey
$2.17M
BL
767
Balentine LLC
Georgia
$2.16M
BSB
768
Bangor Savings Bank
Maine
$2.16M
WFS
769
WealthGarden F.S.
California
$2.15M
GS
770
GWN Securities
Florida
$2.15M
FA
771
Fermata Advisors
California
$2.14M
EWM
772
Empirical Wealth Management
Washington
$2.12M
SHFP
773
Second Half Financial Partners
Florida
$2.1M
OW
774
Olistico Wealth
Oklahoma
$2.09M
WWC
775
Waypoint Wealth Counsel
Georgia
$2.09M