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Schwab US Dividend Equity ETF

1,772 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, 632 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%30.42% (-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
1,772
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
VWA
1726
VSM Wealth Advisory
Maryland
$11.2K
CIAS
1727
CBIZ Investment Advisory Services
Ohio
$11.1K
MCM
1728
Manchester Capital Management
Vermont
$10.6K
IWP
1729
IAG Wealth Partners
Wisconsin
$10.4K
MSWM
1730
Mowery & Schoenfeld Wealth Management
Illinois
$9.11K
LWA
1731
Lowe Wealth Advisors
Maryland
$8.64K
LB
1732
Legacy Bridge
Iowa
$7.95K
PWM
1733
Parkworth Wealth Management
California
$7.29K
SN
1734
Sittner & Nelson
Oregon
$7.16K
B
1735
Birchbrook
Maine
$6.53K
HI
1736
Hoey Investments
Pennsylvania
$5.8K
WPWM
1737
Western Pacific Wealth Management
Illinois
$5.68K
CNBTD
1738
Citizens National Bank Trust Department
Mississippi
$4.77K
GCM
1739
Gables Capital Management
Florida
$4.61K
AW
1740
Avion Wealth
Texas
$4K
NMG
1741
New Millennium Group
Utah
$3.92K
WPA
1742
Wealth Preservation Advisors
Tennessee
$3.74K
GPI
1743
General Partner Inc
Pennsylvania
$3.18K
WAS
1744
Winch Advisory Services
Wisconsin
$2.7K
CJH
1745
Christopher J. Hasenberg
Wisconsin
$2.62K
SWIG
1746
Strategic Wealth Investment Group
Kentucky
$2.25K
EWA
1747
EQ Wealth Advisors
Texas
$2.09K
FNWA
1748
Financial Network Wealth Advisors
Utah
$2.07K
HB
1749
Horizon Bancorp
Indiana
$2K
VEA
1750
Virtus ETF Advisers
New York
$1.85K