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Schwab US Dividend Equity ETF

1,791 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 835 increasing their positions, 638 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:

3.97% less ownership

Funds ownership: 34.36%30.39% (-4%)

13% less capital invested

Capital invested by funds: $24.3B → $21B (-$3.28B)

14% less funds holding in top 10

Funds holding in top 10: 286245 (-41)

Holders
1,791
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
1326
$387K
1327
$387K
1328
$387K
1329
$386K
1330
$384K
1331
$383K
1332
$382K
1333
$382K
1334
$382K
1335
$381K
1336
$381K
1337
$381K
1338
$380K
1339
$379K
1340
$378K
1341
$378K
1342
$378K
1343
$376K
1344
$376K
1345
$375K
1346
$375K
1347
$374K
1348
$374K
1349
$373K
1350
$373K