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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
ECM
1551
EagleClaw Capital Management
Massachusetts
$220K
SOWAS
1552
Silver Oak Wealth Advisors Services
California
$219K
TSWM
1553
Triangle Securities Wealth Management
North Carolina
$219K
WPA
1554
West Paces Advisors
Georgia
$217K
VCM
1555
Vivaldi Capital Management
Illinois
$217K
AFG
1556
Arkansas Financial Group
Arkansas
$216K
UB
1557
UMB Bank
Missouri
$215K
AIC
1558
Archer Investment Corporation
Indiana
$214K
KWM
1559
Keebeck Wealth Management
Illinois
$213K
HFS
1560
Heritage Financial Services
Massachusetts
$213K
HG
1561
Harbor Group
New Hampshire
$213K
TFA
1562
Toth Financial Advisory
Virginia
$212K
AWM
1563
Adams Wealth Management
Utah
$211K
CI
1564
CacheTech Inc
Utah
$211K
WC
1565
Waterloo Capital
Texas
$211K
UW
1566
Unique Wealth
Florida
$211K
WWM
1567
Wagner Wealth Management
South Carolina
$210K
HWA
1568
HCR Wealth Advisors
California
$210K
QPWM
1569
Quadrant Private Wealth Management
Pennsylvania
$210K
FA
1570
FF Advisors
California
$210K
IP
1571
Ignite Planners
California
$210K
BWP
1572
BSW Wealth Partners
Colorado
$210K
BCP
1573
Blue Chip Partners
Michigan
$210K
PFM
1574
Peak Financial Management
Massachusetts
$209K
1IA
1575
1620 Investment Advisors
Massachusetts
$209K