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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
ONSWM
1376
Old North State Wealth Management
North Carolina
$346K
NC
1377
NovaPoint Capital
Georgia
$345K
NP
1378
NorthRock Partners
Minnesota
$345K
PHWM
1379
Pine Harbor Wealth Management
Maryland
$344K
BWS
1380
Buck Wealth Strategies
Colorado
$344K
MCWA
1381
Meadow Creek Wealth Advisors
Georgia
$343K
SNBOSD
1382
Security National Bank of So Dak
Iowa
$343K
SWM
1383
Shakespeare Wealth Management
Wisconsin
$343K
YP
1384
YANKCOM Partnership
South Dakota
$342K
GWMR
1385
GC Wealth Management RIA
Massachusetts
$342K
LSIA
1386
LaSalle St. Investment Advisors
Illinois
$341K
PWMG
1387
Pinnacle Wealth Management Group
Michigan
$340K
GF
1388
GGM Financials
Ohio
$338K
EWM
1389
Evolution Wealth Management
Florida
$338K
HIS
1390
Horizon Investment Services
Indiana
$337K
CAL
1391
Capital Advisors Ltd
Ohio
$335K
DJSG
1392
D.J. St. Germain
Massachusetts
$334K
SSW
1393
Stone Summit Wealth
Florida
$333K
CLP
1394
Charis Legacy Partners
Texas
$332K
RCAG
1395
Rehmann Capital Advisory Group
Michigan
$331K
HKIMG
1396
Hutchens & Kramer Investment Management Group
Indiana
$331K
SWM
1397
SK Wealth Management
Rhode Island
$329K
PA
1398
Promethium Advisors
Maryland
$327K
PGF
1399
Plan Group Financial
Oklahoma
$327K
FWCM
1400
Ferguson Wellman Capital Management
Oregon
$326K