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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
CWM
1626
Copia Wealth Management
Oregon
$107K
MFC
1627
Mechanics Financial Corp
Ohio
$102K
CW
1628
Cooksen Wealth
Texas
$102K
PWMG
1629
Prestige Wealth Management Group
New Jersey
$102K
HFS
1630
Hughes Financial Services
Virginia
$101K
EWM
1631
Evermay Wealth Management
Virginia
$98.7K
BA
1632
Bellwether Advisors
Nebraska
$98.6K
PCM
1633
Palouse Capital Management
Washington
$97K
BA
1634
Ballast Advisors
Minnesota
$96.9K
FFO
1635
Fortitude Family Office
Arizona
$95.8K
UCB
1636
United Community Bank
South Carolina
$95.4K
RI
1637
Ridgewood Investments
New Jersey
$94K
AT
1638
Avalon Trust
New Mexico
$90.6K
RTL
1639
Red Tortoise LLC
Georgia
$87.2K
CW
1640
Curio Wealth
Maryland
$85.9K
TPWA
1641
Twin Peaks Wealth Advisors
California
$85.3K
NEWAS
1642
N.E.W. Advisory Services
Wisconsin
$84.3K
LFA
1643
LGT Financial Advisors
Texas
$81.4K
VWWMG
1644
Vermillion & White Wealth Management Group
Pennsylvania
$80K
AT
1645
Arlington Trust
Alabama
$79.5K
MJRIC
1646
Mogy Joel R Investment Counsel
California
$79.5K
AWM
1647
Abound Wealth Management
Tennessee
$79K
WCM
1648
Weaver Capital Management
Georgia
$78.1K
SIC
1649
SJS Investment Consulting
Ohio
$73.5K
NC
1650
North Capital
Utah
$73.1K