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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
FCIM
901
Fairview Capital Investment Management
California
$1.34M
BPW
902
BLVD Private Wealth
Kentucky
$1.33M
MAMG
903
Milestone Asset Management Group
Connecticut
$1.33M
JBW
904
Journey Beyond Wealth
Georgia
$1.32M
National Bank of Canada
905
National Bank of Canada
Quebec, Canada
$1.32M
XPN
906
XY Planning Network
Montana
$1.31M
HAP
907
Harbor Asset Planning
Massachusetts
$1.31M
RFP
908
Root Financial Partners
California
$1.31M
WIC
909
Woodmont Investment Counsel
Tennessee
$1.31M
KWM
910
KFG Wealth Management
Indiana
$1.31M
EFG
911
Ethos Financial Group
Pennsylvania
$1.29M
TCA
912
Transcend Capital Advisors
New Jersey
$1.28M
LCWP
913
Legacy Capital Wealth Partners
Arkansas
$1.28M
GI
914
Gradient Investments
Minnesota
$1.27M
1CP
915
17 Capital Partners
Arizona
$1.26M
MMHP
916
Murphy Middleton Hinkle & Parker
Georgia
$1.26M
MWA
917
Moser Wealth Advisors
Washington
$1.26M
WI
918
Westbourne Investments
Virginia
$1.26M
RCWM
919
Royal Capital Wealth Management
Indiana
$1.26M
TIAA Trust, National Association
920
TIAA Trust, National Association
North Carolina
$1.25M
SFC
921
SYM Financial Corp
Indiana
$1.25M
EWM
922
Evergreen Wealth Management
Michigan
$1.25M
WCM
923
WealthBridge Capital Management
Ohio
$1.24M
RGF
924
Retirement Guys Formula
Ohio
$1.24M
FWM
925
Focused Wealth Management
New York
$1.24M