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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
GI
1601
GAMMA Investing
California
$182K
HI
1602
Hendershot Investments
Virginia
$179K
TIM
1603
Tortoise Investment Management
New York
$177K
MCA
1604
Maryland Capital Advisors
Maryland
$176K
ABWM
1605
Alpine Bank Wealth Management
Colorado
$176K
BIG
1606
Brooklyn Investment Group
New York
$171K
SIS
1607
Sound Income Strategies
Florida
$165K
CWM
1608
Crowley Wealth Management
Delaware
$163K
DF
1609
DecisionPoint Financial
Arizona
$158K
FDCDDQ
1610
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K
Franklin Resources
1611
Franklin Resources
California
$156K
HFS
1612
Hantz Financial Services
Michigan
$155K
HWM
1613
HighMark Wealth Management
Minnesota
$155K
TWC
1614
TD Waterhouse Canada
Ontario, Canada
$151K
WFA
1615
West Financial Advisors
Iowa
$150K
CIR
1616
Clear Investment Research
Georgia
$135K
IHWM
1617
Iron Horse Wealth Management
Iowa
$124K
PWAM
1618
Private Wealth Asset Management
Iowa
$123K
WSFS
1619
Wilmington Savings Fund Society
Delaware
$122K
JWA
1620
JFS Wealth Advisors
Pennsylvania
$119K
CVM
1621
Cheviot Value Management
California
$119K
MAWAG
1622
Mid-American Wealth Advisory Group
Missouri
$119K
RF
1623
Rossby Financial
Florida
$117K
MLA
1624
MB, Levis & Associates
Pennsylvania
$115K
FPF
1625
First Pacific Financial
Washington
$112K