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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
PFA
776
Petra Financial Advisors
Colorado
$2.08M
SSA
777
Schonfeld Strategic Advisors
New York
$2.08M
RPGNY
778
Retirement Planning Group (New York)
New York
$2.07M
ACM
779
Alpha Capital Management
Texas
$2.07M
CAM
780
Costello Asset Management
Pennsylvania
$2.07M
MC
781
Miramar Capital
Illinois
$2.06M
LOIM
782
Liberty One Investment Management
Illinois
$2.05M
AG
783
AmeriFlex Group
Nevada
$2.03M
LA
784
Latitude Advisors
Florida
$2.02M
PCA
785
Providence Capital Advisors
North Carolina
$2.02M
PAA
786
Peregrine Asset Advisers
Oregon
$1.99M
OCPWS
787
One Charles Private Wealth Services
Massachusetts
$1.99M
HF
788
HRT Financial
New York
$1.98M
APIM
789
Agate Pass Investment Management
Washington
$1.95M
BFPW
790
BOK Financial Private Wealth
Colorado
$1.95M
FC
791
Fairscale Capital
New Hampshire
$1.95M
CGL
792
Clarius Group LLC
Washington
$1.95M
GIA
793
GHP Investment Advisors
Colorado
$1.95M
RFN
794
RDA Financial Network
Iowa
$1.92M
NGA
795
Naples Global Advisors
Florida
$1.9M
PFS
796
Prospect Financial Services
New York
$1.9M
NSIM
797
North Star Investment Management
Illinois
$1.89M
CIM
798
Corda Investment Management
Texas
$1.88M
Fisher Asset Management
799
Fisher Asset Management
Washington
$1.88M
TFA
800
Teamwork Financial Advisors
Texas
$1.87M