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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
DI
926
Disciplined Investors
Texas
$1.24M
ES
927
ETF Store
Kansas
$1.23M
CCFM
928
Clear Creek Financial Management
Washington
$1.22M
GGS
929
Galvin Gaustad & Stein
Arizona
$1.22M
RF
930
RHS Financial
California
$1.22M
RWP
931
RWA Wealth Partners
Massachusetts
$1.21M
QCM
932
QRG Capital Management
Illinois
$1.2M
AL
933
Aspiriant LLC
California
$1.2M
PFBT
934
Parkside Financial Bank & Trust
Missouri
$1.2M
First Manhattan
935
First Manhattan
New York
$1.2M
HNB
936
Hilltop National Bank
Wyoming
$1.2M
CIA
937
Compass Ion Advisors
Pennsylvania
$1.19M
IA
938
Integrity Alliance
Iowa
$1.18M
TCM
939
TruNorth Capital Management
Michigan
$1.17M
FWSM
940
First Wilshire Securities Management
California
$1.16M
BWM
941
BNC Wealth Management
Oregon
$1.16M
CAGAS
942
Capital Advisory Group Advisory Services
Minnesota
$1.15M
AFO
943
Allie Family Office
Florida
$1.14M
MSWM
944
McGlone Suttner Wealth Management
Wisconsin
$1.14M
VP
945
Verum Partners
North Carolina
$1.14M
VA
946
VestGen Advisors
Illinois
$1.13M
MSA
947
Marino Stram & Associates
Massachusetts
$1.13M
LC
948
Landaas & Company
Wisconsin
$1.12M
JIC
949
Joel Isaacson & Co
New York
$1.12M
CAI
950
Capital Advisors Inc
Oklahoma
$1.12M