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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
OC
1051
Oarsman Capital
Wisconsin
$797K
WCWM
1052
Wooster Corthell Wealth Management
Connecticut
$793K
CWM
1053
Connecticut Wealth Management
Connecticut
$784K
MWM
1054
Mission Wealth Management
California
$782K
VAS
1055
Valicenti Advisory Services
New York
$782K
TC
1056
TFR Capital
Texas
$778K
C
1057
Certuity
Florida
$770K
BCWM
1058
Bartlett & Co Wealth Management
Ohio
$770K
RWM
1059
Rench Wealth Management
Texas
$768K
VAG
1060
VisionPoint Advisory Group
Texas
$767K
CWM
1061
CCG Wealth Management
California
$759K
MFG
1062
Magnus Financial Group
New York
$759K
WMWM
1063
Wilkins Miller Wealth Management
Alabama
$758K
B
1064
Bailard
California
$756K
OFG
1065
Orcam Financial Group
California
$754K
BCM
1066
Brasada Capital Management
Texas
$754K
VCAM
1067
Van Cleef Asset Management
Ohio
$753K
TPW
1068
Transatlantique Private Wealth
New York
$752K
SP
1069
Stonebrook Private
Michigan
$751K
PJSIMP
1070
P.J. Schmidt Investment Management (PJS)
Wisconsin
$749K
MBI
1071
May Barnhard Investments
Maryland
$745K
LWM
1072
Level Wealth Management
North Carolina
$745K
BF
1073
Bonfire Financial
Colorado
$740K
SWA
1074
Strategies Wealth Advisors
Michigan
$739K
HR
1075
Howe & Rusling
New York
$738K