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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
OFS
1176
OMC Financial Services
New York
$574K
CCA
1177
Conservest Capital Advisors
Pennsylvania
$574K
IF
1178
Ironwood Financial
Arizona
$573K
MCCP
1179
Mission Creek Capital Partners
California
$572K
VV
1180
Verity & Verity
South Carolina
$572K
AF
1181
Aldebaran Financial
$570K
STA
1182
Summit Trail Advisors
New York
$568K
AWA
1183
Arete Wealth Advisors
Illinois
$568K
FPWM
1184
FSB Premier Wealth Management
Iowa
$565K
T
1185
Tidemark
California
$556K
BAG
1186
Bridgewealth Advisory Group
California
$554K
FCMA
1187
Foresight Capital Management Advisors
Michigan
$554K
VPIM
1188
Vanguard Personalized Indexing Management
California
$553K
CWM
1189
Calamos Wealth Management
Illinois
$551K
MCP
1190
Mirador Capital Partners
California
$547K
BWA
1191
Bordeaux Wealth Advisors
California
$545K
AWS
1192
Aspen Wealth Strategies
Colorado
$544K
KFA
1193
Kelleher Financial Advisors
New York
$544K
FA
1194
FC Advisory
Pennsylvania
$544K
BFC
1195
Bedel Financial Consulting
Indiana
$544K
TP
1196
Tranquility Partners
Tennessee
$540K
NG
1197
Novem Group
New York
$540K
LWA
1198
Lantern Wealth Advisors
New York
$539K
CCA
1199
Cobblestone Capital Advisors
New York
$536K
BWP
1200
Balboa Wealth Partners
Arizona
$535K