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Schwab US Dividend Equity ETF

1,771 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 829 increasing their positions, 631 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:

3.88% less ownership

Funds ownership: 34.29%30.41% (-3.9%)

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.2B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,771
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
CBA
126
Coastal Bridge Advisors
Connecticut
$27M
HI
127
Hudock Inc
Pennsylvania
$26.9M
TPCW
128
TD Private Client Wealth
New York
$26.6M
RIA
129
Regal Investment Advisors
Michigan
$26.4M
IPW
130
Intergy Private Wealth
Colorado
$26.3M
AF
131
Advisornet Financial
Minnesota
$26.2M
FFS
132
Founders Financial Securities
Maryland
$26.1M
SFA
133
Souders Financial Advisors
Ohio
$26M
SWP
134
Stratos Wealth Partners
Ohio
$25.9M
MFG
135
Merit Financial Group
Georgia
$25.7M
HCM
136
Hengehold Capital Management
Ohio
$25.3M
SCI
137
Silver Coast Investments
United States
$25.3M
PWP
138
Principle Wealth Partners
Connecticut
$25.2M
WMWM
139
Whitaker-Myers Wealth Managers
Ohio
$25.2M
WMR
140
Wealth Management Resources
Rhode Island
$25M
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$24.9M
SA
142
SRH Advisors
Kansas
$24.5M
PCM
143
Presidio Capital Management
California
$24.5M
FI
144
Financial Insights
Washington
$24.1M
HI
145
Horizon Investments
North Carolina
$24M
ET
146
Equitable Trust
Tennessee
$24M
NDSI
147
Newman Dignan & Sheerar Inc
Rhode Island
$23.9M
ACA
148
Aspire Capital Advisors
Washington
$23.9M
SPC
149
Sigma Planning Corp
Michigan
$23.7M
ECML
150
Eagle Capital Management (Louisiana)
Louisiana
$23.7M