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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
CWA
1276
Cura Wealth Advisors
Illinois
$438K
RMDI
1277
R.M. Davis Inc
Maine
$438K
PCM
1278
Prospera Capital Management
Arizona
$437K
CCA
1279
Carrera Capital Advisors
Michigan
$436K
SFG
1280
Sovereign Financial Group
Connecticut
$433K
IPWA
1281
International Private Wealth Advisors
California
$432K
RWB
1282
RMR Wealth Builders
New Jersey
$432K
PCS
1283
Private Client Services
Kentucky
$430K
WHG
1284
Westwood Holdings Group
Texas
$428K
4WM
1285
49 Wealth Management
Texas
$427K
LRPA
1286
L. Roy Papp & Associates
Arizona
$426K
ICCON
1287
Investment Counsel Company of Nevada
Nevada
$426K
JC
1288
JB Capital
Connecticut
$425K
CWM
1289
Cahaba Wealth Management
Georgia
$424K
DWP
1290
Daymark Wealth Partners
Ohio
$423K
WA
1291
Wealthstar Advisors
Texas
$423K
NFC
1292
Northeast Financial Consultants
Connecticut
$423K
KWM
1293
Kingsman Wealth Management
Florida
$420K
SWMG
1294
Sanchez Wealth Management Group
Florida
$419K
TDC
1295
Thompson Davis & Co
Virginia
$419K
BWM
1296
Brown Wealth Management
Illinois
$418K
AAG
1297
Armstrong Advisory Group
Massachusetts
$414K
FFO
1298
Fiduciary Family Office
Florida
$410K
PHIC
1299
Pine Haven Investment Counsel
Massachusetts
$410K
AC
1300
Apella Capital
Connecticut
$409K