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Schwab US Dividend Equity ETF

1,770 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 828 increasing their positions, 631 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:

3.88% less ownership

Funds ownership: 34.29%30.41% (-3.9%)

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.21B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,770
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
AIA
76
Allied Investment Advisors
Montana
$43.3M
RCM
77
Richardson Capital Management
Wisconsin
$43M
SIG
78
Spinnaker Investment Group
California
$42.8M
WA
79
Waverly Advisors
Alabama
$41.9M
SAM
80
Securian Asset Management
Minnesota
$41.9M
CIBC World Market
81
CIBC World Market
Ontario, Canada
$41.1M
PA
82
Pinnacle Associates
New York
$40.5M
NQWM
83
Northwest Quadrant Wealth Management
Oregon
$40.4M
WFS
84
Walker Financial Services
Kentucky
$40.4M
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$40.1M
William Blair & Company
86
William Blair & Company
Illinois
$39.3M
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$39.2M
AF
88
Apexium Financial
Texas
$38.6M
EA
89
Evergreen Advisors
Tennessee
$38.3M
HWM
90
HB Wealth Management
Georgia
$38.2M
LS
91
Leelyn Smith
Illinois
$37.7M
SFG
92
Sunburst Financial Group
Alabama
$36.7M
BPA
93
Beacon Pointe Advisors
California
$36.3M
CL
94
Choreo LLC
Illinois
$35.2M
SI
95
Stephens Inc
Arkansas
$34.9M
NRI
96
NFP Retirement Inc
California
$34.9M
PD
97
Planning Directions
Pennsylvania
$34.6M
NFW
98
Noble Family Wealth
Florida
$34.2M
CWM
99
Cedar Wealth Management
California
$34.1M
FPAS
100
Focus Partners Advisor Solutions
Missouri
$33.9M