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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
EIA
1001
Eldridge Investment Advisors
New Hampshire
$937K
CW
1002
Code Waechter
Florida
$932K
TPA
1003
Trivium Point Advisory
Connecticut
$930K
FMII
1004
Farmers & Merchants Investments Inc
Nebraska
$928K
MCA
1005
Magnolia Capital Advisors
Mississippi
$926K
BlackRock
1006
BlackRock
New York
$923K
VFG
1007
Valley Financial Group
Pennsylvania
$922K
WB
1008
Webster Bank
Connecticut
$921K
CMBA
1009
C.M. Bidwell & Associates
Hawaii
$914K
DAS
1010
Diversify Advisory Services
Utah
$911K
SIMC
1011
Squire Investment Management Company
Utah
$911K
BIS
1012
BG Investment Services
Guam
$910K
AWA
1013
Aaron Wealth Advisors
Illinois
$906K
SAG
1014
SageView Advisory Group
California
$905K
EIP
1015
Ellis Investment Partners
Pennsylvania
$901K
PWM
1016
Paulson Wealth Management
Illinois
$900K
WCM
1017
Wealthcare Capital Management
Virginia
$898K
WA
1018
Wealth Alliance
New York
$893K
BFA
1019
Beaumont Financial Advisors
Massachusetts
$890K
PP
1020
Patten & Patten
Tennessee
$884K
BAM
1021
Bellevue Asset Management
Washington
$877K
SHGA
1022
Sand Hill Global Advisors
California
$876K
SC
1023
SouthState Corp
Florida
$874K
HKIM
1024
Hayek Kallen Investment Management
Alabama
$873K
VCA
1025
Verdence Capital Advisors
Maryland
$871K