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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
TIP
1351
Tandem Investment Partners
New Jersey
$370K
FA
1352
Fountainhead AM
New Jersey
$369K
FFC
1353
Frederick Financial Consultants
Maryland
$368K
EMC
1354
Everest Management Corp
California
$367K
FCBT
1355
First Citizens Bank & Trust
North Carolina
$365K
PWM
1356
Partners Wealth Management
California
$364K
KIM
1357
Kane Investment Management
California
$364K
WW
1358
Waterfront Wealth
Kansas
$364K
PMFA
1359
Plante Moran Financial Advisors
Michigan
$362K
LSL
1360
Legacy Solutions LLC
Pennsylvania
$359K
CCFCSB
1361
Cape Cod Five Cents Savings Bank
Massachusetts
$358K
GBWM
1362
Granite Bay Wealth Management
New Hampshire
$357K
GTAM
1363
Global Trust Asset Management
Florida
$357K
SIM
1364
Studio Investment Management
Illinois
$357K
ME
1365
McIlrath & Eck
Washington
$354K
UFA
1366
Uptown Financial Advisors
Texas
$354K
SC
1367
Sepio Capital
Utah
$352K
AIA
1368
AssuredPartners Investment Advisors
Florida
$351K
RWM
1369
RKL Wealth Management
Pennsylvania
$350K
GWANC
1370
Guardian Wealth Advisors (North Carolina)
North Carolina
$349K
WE
1371
Wealth Effects
Massachusetts
$348K
CAG
1372
Centerpoint Advisory Group
Kansas
$348K
CC
1373
Citrine Capital
California
$347K
PA
1374
Procyon Advisors
Connecticut
$347K
GHA
1375
GW Henssler & Associates
Georgia
$346K