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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
AO
1201
Advisor OS
Illinois
$535K
NFC
1202
Northstar Financial Companies
Pennsylvania
$531K
Optiver Holding
1203
Optiver Holding
Netherlands
$530K
S
1204
SignatureFD
Georgia
$530K
ECM
1205
Evergreen Capital Management
Washington
$529K
CIA
1206
Covington Investment Advisors
Pennsylvania
$527K
HA
1207
Herold Advisors
New York
$526K
BWP
1208
Bernardo Wealth Planning
Pennsylvania
$525K
CCP
1209
Clarkston Capital Partners
Michigan
$522K
EWA
1210
Emergent Wealth Advisors
New York
$521K
BAAM
1211
Baker Avenue Asset Management
California
$521K
CP
1212
Creekside Partners
California
$520K
CSI
1213
Cross Staff Investments
New York
$520K
MAA
1214
Matrix Asset Advisors
New York
$519K
OWP
1215
Obermeyer Wealth Partners
Colorado
$518K
AIM
1216
Aspen Investment Management
Michigan
$517K
ZIM
1217
Zacks Investment Management
Illinois
$516K
FSBI
1218
Fearless Solutions (Best Invest)
Texas
$510K
SHA
1219
Seneca House Advisors
Virginia
$508K
AFS
1220
Access Financial Services
Minnesota
$508K
BW
1221
Basepoint Wealth
Iowa
$507K
PMSA
1222
Patrick M. Sweeney & Associates
Illinois
$507K
WT
1223
Whittier Trust
California
$504K
CPA
1224
Cardiff Park Advisors
California
$503K
MHR
1225
Matthew Hamilton Rosenberg
$501K