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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
PWPS
1301
Pinnacle Wealth Planning Services
Ohio
$408K
FFA
1302
First Foundation Advisors
California
$408K
RWP
1303
Ridgeline Wealth Planning
Ohio
$407K
HCM
1304
Howland Capital Management
Massachusetts
$406K
SWA
1305
Sax Wealth Advisors
New Jersey
$405K
DSC
1306
Duncker Streett & Co
Missouri
$405K
ZRP
1307
Zynergy Retirement Planning
New Jersey
$405K
HWMO
1308
Heritage Wealth Management (Ohio)
Ohio
$405K
BHWM
1309
Beaird Harris Wealth Management
Texas
$403K
FHA
1310
First Horizon Advisors
Tennessee
$402K
TF
1311
Tenon Financial
New Jersey
$401K
SWM
1312
Stockman Wealth Management
Montana
$401K
DWM
1313
DKM Wealth Management
California
$399K
CFP
1314
Cascade Financial Partners
California
$398K
OA
1315
Oxbow Advisors
Texas
$398K
CWA
1316
CM Wealth Advisors
Ohio
$394K
AFAS
1317
Acorn Financial Advisory Services
Virginia
$391K
MWA
1318
Midland Wealth Advisors
Illinois
$390K
SLA
1319
Silver Lake Advisory
Utah
$389K
FAN
1320
Financial Advisors Network
California
$389K
CQWA
1321
Chokshi & Queen Wealth Advisors
California
$387K
OWM
1322
OneAscent Wealth Management
Alabama
$387K
GA
1323
GoalVest Advisory
New York
$387K
AIMC
1324
Alley Investment Management Company
Illinois
$386K
SIAP
1325
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$384K