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Schwab US Dividend Equity ETF

1,770 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 828 increasing their positions, 631 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:

3.88% less ownership

Funds ownership: 34.29%30.41% (-3.9%)

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.21B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,770
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
VVP
101
Venture Visionary Partners
Ohio
$33.7M
MWA
102
MFA Wealth Advisors
Pennsylvania
$33.7M
SCM
103
Steele Capital Management
Iowa
$32.4M
FWM
104
ForthRight Wealth Management
Georgia
$31.9M
VDI
105
Vaughan David Investments
Illinois
$31.8M
CFS
106
CRA Financial Services
New Jersey
$31.8M
DP
107
DDD Partners
Washington
$31.7M
LPAM
108
Lodestar Private Asset Management
California
$31.1M
PCG
109
Prosperity Consulting Group
Maryland
$31.1M
KMWM
110
Keudell/Morrison Wealth Management
Oregon
$31.1M
AAS
111
Ameritas Advisory Services
Nebraska
$31M
TLFA
112
True Link Financial Advisors
California
$30.8M
Bank of New York Mellon
113
Bank of New York Mellon
New York
$30.8M
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$30.2M
AWC
115
Adamsbrown Wealth Consultants
Kansas
$30M
DWAM
116
Duncan Williams Asset Management
Tennessee
$29.8M
AFP
117
Ausdal Financial Partners
Iowa
$29.5M
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$29M
AFA
119
American Financial Advisors
Georgia
$28.7M
CFP
120
Curran Financial Partners
South Carolina
$28.7M
WAM
121
WFA Asset Management
Wisconsin
$28.1M
CTC
122
Central Trust Company
Missouri
$27.9M
VFP
123
Verus Financial Partners
Virginia
$27.7M
NFG
124
Nadler Financial Group
Illinois
$27.5M
FCAS
125
First Command Advisory Services
Texas
$27.3M