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Schwab US Dividend Equity ETF

1,794 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 836 increasing their positions, 639 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:

3.97% less ownership

Funds ownership: 34.37%30.4% (-4%)

13% less capital invested

Capital invested by funds: $24.3B → $21B (-$3.27B)

14% less funds holding in top 10

Funds holding in top 10: 286245 (-41)

Holders
1,794
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
1001
$950K
1002
$949K
1003
$947K
1004
$947K
1005
$941K
1006
$937K
1007
$937K
1008
$932K
1009
$930K
1010
$928K
1011
$926K
1012
$923K
1013
$922K
1014
$921K
1015
$914K
1016
$911K
1017
$911K
1018
$910K
1019
$906K
1020
$905K
1021
$901K
1022
$900K
1023
$898K
1024
$893K
1025
$890K