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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
CP
1526
Capital Planning
Washington
$234K
TH
1527
Team Hewins
California
$234K
RGC
1528
Roberts, Glore & Co
Illinois
$234K
LG
1529
Leuthold Group
Minnesota
$234K
CA
1530
Claro Advisors
Massachusetts
$234K
Legacy Financial Group (Iowa)
1531
Legacy Financial Group (Iowa)
Iowa
$233K
HPC
1532
HM Payson & Co
Maine
$233K
MCM
1533
Mainstream Capital Management
California
$233K
TWA
1534
TCI Wealth Advisors
Arizona
$232K
TWM
1535
TCFG Wealth Management
California
$232K
GT
1536
Greenleaf Trust
Michigan
$232K
CWM
1537
ClientFirst Wealth Management
Arkansas
$231K
PRP
1538
Peak Retirement Planning
Ohio
$230K
HWA
1539
HMV Wealth Advisors
Louisiana
$230K
LSA
1540
Lansing Street Advisors
Pennsylvania
$227K
W
1541
WealthCollab
Washington
$227K
SM
1542
Sensible Money
Arizona
$226K
LW
1543
Libra Wealth
California
$226K
FFG
1544
Fiduciary Financial Group
California
$225K
CBT
1545
Crews Bank & Trust
Florida
$224K
WA
1546
WESPAC Advisors
California
$223K
CMP
1547
Coston McIsaac & Partners
Maine
$223K
SSWM
1548
Smith Salley Wealth Management
North Carolina
$223K
WAAG
1549
Wealth Alliance Advisory Group
Kansas
$222K
SPWG
1550
Syntegra Private Wealth Group
Missouri
$220K