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Schwab US Dividend Equity ETF

1,771 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 829 increasing their positions, 631 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:

3.88% less ownership

Funds ownership: 34.29%30.41% (-3.9%)

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.2B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,771
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
GVAG
151
Great Valley Advisor Group
Delaware
$23.6M
EI
152
eCIO Inc
Wisconsin
$23.4M
AFG
153
Albion Financial Group
Utah
$23.4M
RA
154
RFG Advisory
Alabama
$23M
CA
155
Capital Advantage
California
$22.9M
PAS
156
Park Avenue Securities
New York
$22.8M
BMWS
157
Brady Martz Wealth Solutions
North Dakota
$22.4M
MAM
158
McCarthy Asset Management
California
$22.3M
NA
159
NewEdge Advisors
Louisiana
$22.3M
Corient Private Wealth
160
Corient Private Wealth
Florida
$22.1M
SWGC
161
Summit Wealth Group (Colorado)
Colorado
$22.1M
LWL
162
Leo Wealth LLC
Texas
$22M
IWC
163
Integrated Wealth Concepts
Massachusetts
$21.9M
Fayez Sarofim & Co
164
Fayez Sarofim & Co
Texas
$21.7M
LWM
165
LongView Wealth Management
Georgia
$21.7M
IA
166
IFP Advisors
Florida
$21.5M
TWM
167
Tradition Wealth Management
Minnesota
$21.5M
CRC
168
Curi RMB Capital
Illinois
$21.4M
FC
169
Financial Consulate
Maryland
$21.2M
AA
170
Armis Advisers
Georgia
$21.1M
FFA
171
Farther Finance Advisors
California
$20.9M
WL
172
WIT LLC
District of Columbia
$20.9M
EWA
173
Exencial Wealth Advisors
Oklahoma
$20.6M
JF
174
Joule Financial
Kentucky
$20.4M
AAS
175
Asset Allocation Strategies
Michigan
$19.6M