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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
WTA
951
Washington Trust Advisors
Massachusetts
$1.11M
KCM
952
Kanawha Capital Management
Virginia
$1.11M
TWM
953
Triton Wealth Management
Arizona
$1.1M
MIA
954
MainStreet Investment Advisors
Illinois
$1.1M
ETC
955
Exchange Traded Concepts
Oklahoma
$1.09M
GJIA
956
Glass Jacobson Investment Advisors
Maryland
$1.08M
SAM
957
Secure Asset Management
Michigan
$1.08M
WAL
958
W Advisors LLC
Tennessee
$1.07M
CG
959
Cynosure Group
Utah
$1.07M
JFG
960
JMG Financial Group
Illinois
$1.06M
BB
961
Bell Bank
North Dakota
$1.06M
YWM
962
Yoder Wealth Management
California
$1.06M
CSA
963
Cottage Street Advisors
Massachusetts
$1.06M
SWP
964
Summit Wealth Partners
Florida
$1.06M
ACM
965
Advance Capital Management
Michigan
$1.05M
GF
966
Gries Financial
Ohio
$1.05M
ACA
967
Atlas Capital Advisors
Wyoming
$1.05M
CWM
968
Collaborative Wealth Management
Florida
$1.05M
SIMG
969
Sonora Investment Management Group
Arizona
$1.04M
BTWM
970
Baker Tilly Wealth Management
Wisconsin
$1.04M
TCM
971
TD Capital Management
Tennessee
$1.04M
BAWC
972
Boyce & Associates Wealth Consulting
Texas
$1.03M
NCM
973
Next Capital Management
New York
$1.03M
MWM
974
Modera Wealth Management
New Jersey
$1.02M
JCFM
975
JBR Co Financial Management
Oklahoma
$1.02M