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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
1051
$810K
1052
$809K
1053
$808K
1054
$806K
1055
$805K
1056
$800K
1057
$797K
1058
$793K
1059
$784K
1060
$782K
1061
$782K
1062
$778K
1063
$770K
1064
$770K
1065
$768K
1066
$767K
1067
$759K
1068
$759K
1069
$758K
1070
$756K
1071
$754K
1072
$754K
1073
$753K
1074
$752K
1075
$751K