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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
EWA
1251
Etesian Wealth Advisors
Oregon
$468K
TFGT
1252
TS Financial Group (TSFG)
Illinois
$468K
AT
1253
American Trust
Kentucky
$466K
CA
1254
Centerpoint Advisors
Massachusetts
$464K
ACM
1255
Andina Capital Management
Utah
$464K
PK
1256
Pflug Koory
Nebraska
$463K
FAI
1257
Fiduciary Advisors Inc
Missouri
$463K
SCA
1258
Sage Capital Advisors
South Dakota
$463K
PAMG
1259
Patton Albertson Miller Group
Tennessee
$462K
HP
1260
Holistic Planning
Texas
$462K
CMMS
1261
Comprehensive Money Management Services
Florida
$460K
IAG
1262
Investmark Advisory Group
Connecticut
$459K
MWA
1263
Meridian Wealth Advisors
Texas
$455K
HOWA
1264
Heritage Oak Wealth Advisors
Florida
$455K
VWM
1265
Valley Wealth Managers
New Jersey
$455K
ATPW
1266
Ashton Thomas Private Wealth
Arizona
$454K
ESB
1267
Essex Savings Bank
Connecticut
$453K
RFC
1268
Regions Financial Corp
Alabama
$451K
DWG
1269
Darden Wealth Group
Michigan
$451K
GSWM
1270
Golden State Wealth Management
California
$449K
VHAM
1271
Van Hulzen Asset Management
California
$445K
1SB
1272
1ST Source Bank
Indiana
$442K
NHC
1273
Nicholas Hoffman & Company
Georgia
$441K
TC
1274
Trust Company
Kansas
$439K
LEFP
1275
Leading Edge Financial Planning
Tennessee
$439K