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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
TCM
1701
Tradewinds Capital Management
Washington
$26.4K
MG
1702
MilWealth Group
Wisconsin
$26.2K
RDFA
1703
Ritter Daniher Financial Advisory
Ohio
$25.8K
OWA
1704
Opal Wealth Advisors
New York
$25.6K
AIA
1705
Aventus Investment Advisors
Florida
$25.4K
NWM
1706
Nova Wealth Management
Florida
$23.1K
CCM
1707
Chilton Capital Management
Texas
$22.5K
VCM
1708
Versant Capital Management
Arizona
$22.3K
HWA
1709
Heritage Wealth Advisors
Virginia
$22K
CSB
1710
City State Bank
Iowa
$21.5K
MFT
1711
Moisand Fitzgerald Tamayo
Florida
$21K
RA
1712
Rise Advisors
New York
$20.3K
JGIA
1713
Jackson Grant Investment Advisers
Connecticut
$20K
FDW
1714
Fourth Dimension Wealth
Ohio
$18.2K
PWM
1715
Proathlete Wealth Management
Florida
$18.2K
WBC
1716
West Branch Capital
Massachusetts
$17.6K
SMA
1717
Sage Mountain Advisors
Georgia
$17.5K
CCC
1718
Chelsea Counsel Company
California
$17.2K
NECFA
1719
New England Capital Financial Advisors
Connecticut
$16.9K
WOC
1720
West Oak Capital
California
$16.8K
AIP
1721
Ameritas Investment Partners
Nebraska
$16.4K
WAG
1722
Windsor Advisory Group
Ohio
$15K
KG
1723
Kilter Group
New York
$15K
TVWM
1724
Tower View Wealth Management
Wisconsin
$14.5K
PCM
1725
Perritt Capital Management
Illinois
$12.8K