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Schwab US Dividend Equity ETF

1,794 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 836 increasing their positions, 639 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: 34.37%30.4% (-4%)

13% less capital invested

Capital invested by funds: $24.3B → $21B (-$3.27B)

14% less funds holding in top 10

Funds holding in top 10: 286245 (-41)

Holders
1,794
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
1351
$374K
1352
$373K
1353
$373K
1354
$372K
1355
$371K
1356
$371K
1357
$371K
1358
$370K
1359
$370K
1360
$369K
1361
$368K
1362
$367K
1363
$365K
1364
$364K
1365
$364K
1366
$364K
1367
$362K
1368
$359K
1369
$358K
1370
$357K
1371
$357K
1372
$357K
1373
$354K
1374
$354K
1375
$352K