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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
CFS
1676
Compass Financial Services
Iowa
$45.6K
TIM
1677
Total Investment Management
Arizona
$42.6K
SSG
1678
Summit Securities Group
New York
$42.4K
KHC
1679
Koesten Hirschmann & Crabtree
Kansas
$39.8K
OA
1680
Operose Advisors
Wisconsin
$39.6K
FFA
1681
Frazier Financial Advisors
Ohio
$39.5K
VNIM
1682
Vaughan Nelson Investment Management
Texas
$39.4K
KSB
1683
Kennebec Savings Bank
Maine
$39.2K
HDIM
1684
Hanson & Doremus Investment Management
Vermont
$39K
MIM
1685
MTM Investment Management
South Carolina
$37.7K
MEG
1686
Millstone Evans Group
Colorado
$37.1K
OIA
1687
Optimum Investment Advisors
Illinois
$36.7K
FMP
1688
Financial Management Professionals
Texas
$34K
NFSG
1689
Newbridge Financial Services Group
Florida
$33.8K
AA
1690
Addison Advisors
Vermont
$33.7K
IA
1691
IFS Advisors
Kansas
$33.5K
PP
1692
PrairieView Partners
Minnesota
$33K
SRCM
1693
Signature Resources Capital Management
California
$33K
BI
1694
Binnacle Investments
Iowa
$32.3K
PFM
1695
Phillips Financial Management
Indiana
$31.1K
KA
1696
Kozak & Associates
Colorado
$31K
MBFW
1697
Morton Brown Family Wealth
Pennsylvania
$30.7K
AF
1698
Alerus Financial
North Dakota
$29.9K
PPA
1699
Painted Porch Advisors
California
$29K
TWD
1700
True Wealth Design
Ohio
$27.8K