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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
MCC
801
Money Concepts Capital
Florida
$1.87M
PTC
802
Private Trust Company
Ohio
$1.87M
CCM
803
Coldstream Capital Management
Washington
$1.86M
RMAM
804
Raab & Moskowitz Asset Management
New Jersey
$1.86M
WCM
805
Whitener Capital Management
North Carolina
$1.85M
KA
806
Kovack Advisors
Florida
$1.84M
SIC
807
Salem Investment Counselors
North Carolina
$1.84M
HNB
808
Huntington National Bank
Ohio
$1.84M
FA
809
Fiducient Advisors
Illinois
$1.84M
CPA
810
Cathy Pareto & Associates
Florida
$1.81M
MWP
811
Meridian Wealth Partners
Pennsylvania
$1.8M
JCM
812
Janney Capital Management
Pennsylvania
$1.8M
PFGIA
813
Patriot Financial Group Insurance Agency
Massachusetts
$1.79M
GAA
814
Guardian Asset Advisors
Pennsylvania
$1.78M
D.E. Shaw & Co
815
D.E. Shaw & Co
New York
$1.78M
FFA
816
Founders Financial Alliance
North Carolina
$1.78M
AC
817
Attessa Capital
Arizona
$1.77M
MCM
818
MidAtlantic Capital Management
Virginia
$1.77M
APW
819
Aurora Private Wealth
New Jersey
$1.76M
MCM
820
Maple Capital Management
Vermont
$1.75M
EFG
821
Embree Financial Group
Illinois
$1.75M
GK
822
Graney & King
New York
$1.75M
Empower Advisory Group
823
Empower Advisory Group
Colorado
$1.74M
UAG
824
United Advisor Group
Ohio
$1.73M
FFP
825
FourThought Financial Partners
Florida
$1.73M