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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
PB
1026
Pinnacle Bancorp
Nebraska
$862K
FCM
1027
Firestone Capital Management
Florida
$857K
WTFG
1028
Wood Tarver Financial Group
Idaho
$857K
DC
1029
Darrow Company
Massachusetts
$855K
MC
1030
Moors & Cabot
Massachusetts
$854K
RAS
1031
RPS Advisory Solutions
Kentucky
$854K
FSC
1032
Full Sail Capital
Oklahoma
$846K
DFG
1033
Demars Financial Group
Washington
$842K
SP
1034
SWS Partners
Ohio
$834K
PA
1035
Probity Advisors
Texas
$831K
CWM
1036
Cornerstone Wealth Management
Missouri
$830K
BWL
1037
Bogart Wealth LLC
Virginia
$830K
BONH
1038
Bank of New Hampshire
New Hampshire
$829K
WAM
1039
Wernau Asset Management
Massachusetts
$827K
RRA
1040
Round Rock Advisors
Connecticut
$825K
MSAM
1041
Moloney Securities Asset Management
Missouri
$824K
ACM
1042
Avalon Capital Management
California
$823K
BC
1043
Barnett & Company
Tennessee
$820K
LIM
1044
Loudon Investment Management
New Hampshire
$819K
IFWM
1045
Institute for Wealth Management
Colorado
$810K
AA
1046
Ancora Advisors
Ohio
$809K
TIA
1047
Traphagen Investment Advisors
New Jersey
$808K
MM
1048
Meridian Management
Arkansas
$806K
XT
1049
XTX Topco
Cayman Islands
$805K
SCTC
1050
Sanibel Captiva Trust Company
Florida
$800K