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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
PWSG
876
Pacific Wealth Strategies Group
California
$1.44M
FP
877
Financial Perspectives
Minnesota
$1.44M
Financial Engines Advisors
878
Financial Engines Advisors
California
$1.43M
AWG
879
Altus Wealth Group
Colorado
$1.43M
EFG
880
Ehrlich Financial Group
California
$1.42M
WB
881
West Bancorporation
Iowa
$1.42M
IC
882
Inscription Capital
Texas
$1.41M
CRI
883
Commonwealth Retirement Investments
Virginia
$1.41M
BFG
884
Bleakley Financial Group
New Jersey
$1.41M
SIAG
885
Signet Investment Advisory Group
Rhode Island
$1.4M
GSEP
886
Golden State Equity Partners
California
$1.4M
ODIJL
887
One Day In July LLC
Vermont
$1.4M
RW
888
REDW Wealth
New Mexico
$1.39M
WWA
889
Wingate Wealth Advisors
Massachusetts
$1.38M
PWP
890
Precedent Wealth Partners
Texas
$1.38M
WHC
891
Wulff, Hansen & Co
California
$1.38M
SLWA
892
San Luis Wealth Advisors
California
$1.37M
ECA
893
Elevation Capital Advisory
Oregon
$1.37M
GWM
894
Guardian Wealth Management
Illinois
$1.37M
OSAM
895
O'Shaughnessy Asset Management
Connecticut
$1.37M
MTIC
896
Missouri Trust & Investment Company
Missouri
$1.36M
DT
897
Diversified Trust
Tennessee
$1.36M
MWM
898
Maripau Wealth Management
Indiana
$1.36M
CFG
899
Chapman Financial Group
Hawaii
$1.36M
SWP
900
Semus Wealth Partners
Florida
$1.35M