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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
FWM
826
Foguth Wealth Management
Michigan
$1.72M
Susquehanna International Group
827
Susquehanna International Group
Pennsylvania
$1.72M
WEG
828
World Equity Group
Illinois
$1.71M
BWM
829
BCGM Wealth Management
Indiana
$1.71M
SWP
830
Sagespring Wealth Partners
Tennessee
$1.69M
EWA
831
Elevate Wealth Advisory
Georgia
$1.69M
HIP
832
HUB Investment Partners
Texas
$1.69M
O3W
833
Omni 360 Wealth
New Jersey
$1.68M
FC
834
Fjell Capital
North Dakota
$1.68M
ADL
835
Asset Dedication LLC
California
$1.68M
TAM
836
Townsend Asset Management
North Carolina
$1.67M
CWA
837
Core Wealth Advisors
Florida
$1.67M
PA
838
Planning Alternatives
Michigan
$1.67M
CFP
839
Comprehensive Financial Planning
Pennsylvania
$1.65M
IAIM
840
International Assets Investment Management
Florida
$1.64M
Natixis Advisors
841
Natixis Advisors
Massachusetts
$1.64M
IF
842
IRON Financial
Illinois
$1.63M
Vanguard Group
843
Vanguard Group
Pennsylvania
$1.63M
OFS
844
OneAscent Financial Services
Alabama
$1.62M
APA
845
Astoria Portfolio Advisors
New York
$1.62M
WFG
846
Wills Financial Group
Virginia
$1.61M
EAM
847
Evanson Asset Management
California
$1.61M
MPCL
848
My Personal CFO LLC
Washington
$1.59M
WP
849
WealthShield Partners
North Carolina
$1.59M
NA
850
Note Advisors
New York
$1.58M