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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
1026
$884K
1027
$877K
1028
$876K
1029
$874K
1030
$873K
1031
$871K
1032
$862K
1033
$857K
1034
$857K
1035
$855K
1036
$854K
1037
$854K
1038
$846K
1039
$842K
1040
$834K
1041
$831K
1042
$830K
1043
$830K
1044
$829K
1045
$827K
1046
$825K
1047
$824K
1048
$823K
1049
$820K
1050
$819K