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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
NWMG
1326
National Wealth Management Group
Ohio
$383K
CWM
1327
Castle Wealth Management
Florida
$382K
BI
1328
Ballast Inc
Kentucky
$382K
CMS
1329
Capital Market Strategies
Florida
$382K
AIC
1330
Argus Investors Counsel
New York
$381K
SP
1331
Successful Portfolios
Florida
$381K
AFA
1332
AA Financial Advisors
Ohio
$381K
EW
1333
Element Wealth
Mississippi
$380K
GIM
1334
Glenmede Investment Management
Pennsylvania
$379K
LFA
1335
Legacy Financial Advisors
Kentucky
$378K
CAG
1336
Compass Advisory Group
New York
$378K
SA
1337
Strategic Advocates
Utah
$378K
PWM
1338
Prosperity Wealth Management
California
$376K
TA
1339
TFB Advisors
Kansas
$376K
MA
1340
MCF Advisors
Kentucky
$375K
TWM
1341
Topsail Wealth Management
North Carolina
$375K
GCM
1342
Generation Capital Management
New York
$374K
WTB
1343
Washington Trust Bank
Washington
$374K
SB
1344
Sunflower Bank
Texas
$373K
TA
1345
Tactive Advisors
Florida
$373K
HIA
1346
Harbor Investment Advisory
Maryland
$372K
CI
1347
CPR Investments
Michigan
$371K
PCP
1348
Proficio Capital Partners
Massachusetts
$371K
GGI
1349
GPM Growth Investors
Michigan
$371K
RCA
1350
Resonant Capital Advisors
Wisconsin
$370K