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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
Federated Hermes
1151
Federated Hermes
Pennsylvania
$617K
CPIA
1152
Cornell Pochily Investment Advisors
New York
$614K
LWM
1153
Lyell Wealth Management
California
$614K
RPGK
1154
Retirement Planning Group (Kansas)
Kansas
$613K
FFC
1155
First Financial Corp
Indiana
$610K
GWSG
1156
GPS Wealth Strategies Group
Colorado
$607K
FC
1157
Fulcrum Capital
Washington
$606K
BMA
1158
Brooks Moore & Associates
Tennessee
$605K
BIM
1159
Baldwin Investment Management
Pennsylvania
$602K
GAM
1160
Gemmer Asset Management
California
$601K
CFS
1161
Commonwealth Financial Services
West Virginia
$600K
TPW
1162
Tiller Private Wealth
Pennsylvania
$600K
JFG
1163
Jefferies Financial Group
New York
$600K
PFA
1164
Pure Financial Advisors
California
$595K
BIG
1165
Brookwood Investment Group
Arizona
$591K
SIC
1166
Sigma Investment Counselors
Michigan
$589K
SL
1167
Salomon & Ludwin
Virginia
$584K
OC
1168
Optima Capital
Oregon
$582K
MCP
1169
Martin Capital Partners
Oregon
$582K
FW
1170
Fairway Wealth
Ohio
$582K
PCM
1171
Prelude Capital Management
New York
$579K
IPAM
1172
Investment Partners Asset Management
New Jersey
$579K
AFW
1173
Avantra Family Wealth
Pennsylvania
$579K
BKA
1174
Brick & Kyle Associates
Pennsylvania
$578K
GC
1175
Grimes & Company
Massachusetts
$577K