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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
CA
976
Clune & Associates
Illinois
$1.02M
RK
977
Rather & Kittrell
Tennessee
$1.02M
FNBTCON
978
First National Bank & Trust Co of Newtown
Pennsylvania
$1.01M
MPWT
979
MassMutual Private Wealth & Trust
Connecticut
$1.01M
AIP
980
Almanack Investment Partners
Pennsylvania
$999K
CCM
981
Colorado Capital Management
Colorado
$995K
HWA
982
Heritage Wealth Architects
Minnesota
$994K
CNFG
983
Creegan & Nassoura Financial Group
New Hampshire
$993K
CHJWM
984
Carlton Hofferkamp & Jenks Wealth Management
Texas
$985K
HTC
985
Haverford Trust Company
Pennsylvania
$982K
IIC
986
Ironwood Investment Counsel
Arizona
$981K
HIC
987
Holderness Investments Company
North Carolina
$973K
NCM
988
Narwhal Capital Management
Georgia
$967K
CWA
989
Clearview Wealth Advisors
Oregon
$966K
BWM
990
Buska Wealth Management
Wisconsin
$964K
CAMG
991
CWA Asset Management Group
Florida
$961K
MFA
992
Morling Financial Advisors
California
$956K
TNBTD
993
Trustmark National Bank Trust Department
Mississippi
$955K
IWP
994
Insight Wealth Partners
Texas
$951K
WCFA
995
Walkner Condon Financial Advisors
Wisconsin
$950K
FWP
996
FAS Wealth Partners
Kansas
$949K
AIA
997
Ally Invest Advisors
North Carolina
$947K
VCWA
998
Vanguard Capital Wealth Advisors
Colorado
$947K
FFG
999
First Financial Group
North Carolina
$941K
MWP
1000
Meriwether Wealth & Planning
Louisiana
$937K