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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
SFP
1476
Strategic Financial Partners
Oregon
$267K
PIP
1477
Peachtree Investment Partners
Florida
$267K
CB
1478
Centennial Bank
Arkansas
$266K
JTWM
1479
Jackson Thornton Wealth Management
Alabama
$266K
RBCM
1480
Raub Brock Capital Management
California
$265K
PCML
1481
Payne Capital Management, LLC
New York
$265K
WA
1482
Waterford Advisors
New York
$265K
FSWA
1483
Financial Synergies Wealth Advisors
Texas
$264K
GWM
1484
GSB Wealth Management
Connecticut
$264K
HT
1485
Heritage Trust
Oklahoma
$263K
FFA
1486
Fi3 Financial Advisors
Indiana
$262K
WWM
1487
Wolff Wiese Magana
California
$261K
RWRC
1488
R.W. Roge & Company
New York
$261K
FA
1489
Financial Advisors
Massachusetts
$260K
PCFFS
1490
Pacific Center for Financial Services
California
$258K
CP
1491
Clarendon Private
Massachusetts
$258K
LMKC
1492
L.M. Kohn & Company
Ohio
$257K
NA
1493
Nautilus Advisors
California
$257K
AW
1494
Apricus Wealth
South Carolina
$256K
DIM
1495
Delta Investment Management
California
$256K
PW
1496
PUREfi Wealth
Massachusetts
$254K
SMG
1497
Smart Money Group
Texas
$253K
AIM
1498
Acropolis Investment Management
Missouri
$252K
OC
1499
Oakworth Capital
Alabama
$251K
ACM
1500
AlphaStar Capital Management
North Carolina
$251K