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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
GEA
1651
Glen Eagle Advisors
New Jersey
$72.1K
SC
1652
Stephens Consulting
Michigan
$71.7K
SWIM
1653
Smallwood Wealth Investment Management
New Jersey
$71.2K
HHGA
1654
Halbert Hargrove Global Advisors
California
$69K
CFFP
1655
Center for Financial Planning
Michigan
$68.8K
FLFS
1656
Family Legacy Financial Solutions
North Carolina
$68K
CI
1657
CX Institutional
Indiana
$63K
RWM
1658
Rialto Wealth Management
New York
$62K
BC
1659
Barrett & Company
Rhode Island
$60K
GWSA
1660
Global Wealth Strategies & Associates
Colorado
$59.1K
OAJ
1661
Ogorek Anthony Joseph
New York
$58K
TIM
1662
Thompson Investment Management
Wisconsin
$57.5K
OFG
1663
Oxford Financial Group
Indiana
$56.6K
PW
1664
Pandora Wealth
Illinois
$55.6K
FCT
1665
First Community Trust
Iowa
$55.6K
GC
1666
Garde Capital
Washington
$55.6K
RF
1667
Roxbury Financial
New Jersey
$52.3K
VDBMI
1668
Van Den Berg Management I
Texas
$50.5K
DF
1669
Dunhill Financial
United Kingdom
$49.4K
CSPIA
1670
Cary Street Partners Investment Advisory
Virginia
$49.1K
CB
1671
CNB Bank
Pennsylvania
$49K
FCMT
1672
Founders Capital Management (Texas)
Texas
$47.7K
DEM
1673
Disciplined Equity Management
Florida
$47.1K
C
1674
Covestor
United Kingdom
$47K
ITIM
1675
Indiana Trust & Investment Management
Indiana
$46.3K