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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
TF
1726
Tompkins Financial
New York
$12.6K
HNW
1727
High Note Wealth
Minnesota
$11.9K
BFO
1728
Biltmore Family Office
North Carolina
$11.9K
ANBT
1729
American National Bank & Trust
Texas
$11.9K
MDA
1730
Minot DeBlois Advisors
Massachusetts
$11.8K
TC
1731
Truvestments Capital
Florida
$11.8K
SVCP
1732
Silicon Valley Capital Partners
California
$11.5K
MAS
1733
MPWM Advisory Solutions
Georgia
$11.3K
HCM
1734
Hollencrest Capital Management
California
$11.3K
VWA
1735
VSM Wealth Advisory
Maryland
$11.2K
CIAS
1736
CBIZ Investment Advisory Services
Ohio
$11.1K
MCM
1737
Manchester Capital Management
Vermont
$10.6K
IWP
1738
IAG Wealth Partners
Wisconsin
$10.4K
MSWM
1739
Mowery & Schoenfeld Wealth Management
Illinois
$9.11K
LWA
1740
Lowe Wealth Advisors
Maryland
$8.64K
LB
1741
Legacy Bridge
Iowa
$7.95K
PWM
1742
Parkworth Wealth Management
California
$7.29K
SN
1743
Sittner & Nelson
Oregon
$7.16K
B
1744
Birchbrook
Maine
$6.53K
HI
1745
Hoey Investments
Pennsylvania
$5.8K
WPWM
1746
Western Pacific Wealth Management
Illinois
$5.68K
CNBTD
1747
Citizens National Bank Trust Department
Mississippi
$4.77K
GCM
1748
Gables Capital Management
Florida
$4.61K
RWA
1749
Redmont Wealth Advisors
Illinois
$4.1K
AW
1750
Avion Wealth
Texas
$4K