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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
WCM
1076
Weik Capital Management
Pennsylvania
$737K
SFG
1077
Sage Financial Group
Pennsylvania
$735K
FEG
1078
Fund Evaluation Group
Ohio
$734K
BFA
1079
Beacon Financial Advisory
Ohio
$734K
I
1080
INVST
Indiana
$725K
QP
1081
Quartz Partners
New York
$723K
BFS
1082
Bradley Foster & Sargent
Connecticut
$721K
CPA
1083
Clear Point Advisors
New York
$721K
Russell Investments Group
1084
Russell Investments Group
United Kingdom
$718K
CD
1085
Chapin Davis
Maryland
$717K
VMMC
1086
V.M. Manning & Co
South Carolina
$716K
FRA
1087
Front Row Advisors
California
$715K
BPWM
1088
Badgley Phelps Wealth Managers
Washington
$715K
SAM
1089
Sawgrass Asset Management
Florida
$711K
TCM
1090
Traynor Capital Management
Pennsylvania
$710K
FWA
1091
FSM Wealth Advisors
Ohio
$709K
RRWA
1092
Rainey & Randall Wealth Advisors
Florida
$706K
SHF
1093
Safe Harbor Fiduciary
Florida
$705K
CAM
1094
Carret Asset Management
New York
$703K
FA
1095
Faithward Advisors
Pennsylvania
$701K
SWRP
1096
Summit Wealth & Retirement Planning
California
$699K
MWP
1097
Madison Wealth Partners
Wisconsin
$699K
NSAM
1098
North Star Asset Management
Wisconsin
$699K
WJWM
1099
Williams Jones Wealth Management
New York
$698K
TC
1100
TownSquare Capital
Utah
$694K