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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
SW
851
SVB Wealth
Massachusetts
$1.58M
BDFN
852
Bond & Devick Financial Network
Minnesota
$1.58M
ARG
853
Advisory Resource Group
Oklahoma
$1.58M
FSA
854
Financial Sense Advisors
California
$1.58M
IAA
855
Independent Advisor Alliance
North Carolina
$1.57M
MA
856
Modus Advisors
Minnesota
$1.55M
BC
857
Bulwark Capital
Florida
$1.54M
Tudor Investment Corp
858
Tudor Investment Corp
Connecticut
$1.54M
GLA
859
Great Lakes Advisors
Illinois
$1.53M
EFS
860
Essex Financial Services
Connecticut
$1.53M
KIM
861
Kestra Investment Management
Texas
$1.53M
BW
862
BXM Wealth
Colorado
$1.52M
VIA
863
Victrix Investment Advisors
Florida
$1.51M
PEA
864
Park Edge Advisors
Ohio
$1.5M
OF
865
Outfitter Financial
Maine
$1.5M
BCA
866
Bay Colony Advisors
Massachusetts
$1.49M
KWA
867
Kingswood Wealth Advisors
California
$1.49M
IAP
868
Indie Asset Partners
Indiana
$1.48M
DC
869
Diametric Capital
Massachusetts
$1.48M
WMA
870
West Michigan Advisors
Michigan
$1.48M
ZF
871
Zhang Financial
Michigan
$1.47M
MFG
872
MidWestOne Financial Group
Iowa
$1.46M
GFG
873
Grantvest Financial Group
New Jersey
$1.46M
TWM
874
Thrive Wealth Management
Pennsylvania
$1.45M
PAG
875
Private Advisory Group
Washington
$1.45M