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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
NMG
1751
New Millennium Group
Utah
$3.92K
WPA
1752
Wealth Preservation Advisors
Tennessee
$3.74K
GPI
1753
General Partner Inc
Pennsylvania
$3.18K
WAS
1754
Winch Advisory Services
Wisconsin
$2.7K
CJH
1755
Christopher J. Hasenberg
Wisconsin
$2.62K
SWIG
1756
Strategic Wealth Investment Group
Kentucky
$2.25K
EWA
1757
EQ Wealth Advisors
Texas
$2.09K
FNWA
1758
Financial Network Wealth Advisors
Utah
$2.07K
HB
1759
Horizon Bancorp
Indiana
$2K
VEA
1760
Virtus ETF Advisers
New York
$1.85K
MHIP
1761
Mountain Hill Investment Partners
New Jersey
$1.75K
RFA
1762
Reyes Financial Architecture
California
$1.73K
CPBTD
1763
Central Pacific Bank - Trust Division
Hawaii
$1.67K
AP
1764
Aspect Partners
Virginia
$1.64K
TRCT
1765
Tower Research Capital (TRC)
New York
$1.35K
FF
1766
Finley Financial
Nevada
$1.19K
BNP Paribas Financial Markets
1767
BNP Paribas Financial Markets
France
$1.19K
PWMG
1768
Private Wealth Management Group
New Jersey
$1.15K
HWM
1769
Hemington Wealth Management
Virginia
$1K
KFP
1770
Keener Financial Planning
Texas
$1K
BFP
1771
Briaud Financial Planning
Texas
$1K
LWMI
1772
Legacy Wealth Management (Idaho)
Idaho
$971
LIS
1773
Legacy Investment Solutions
Idaho
$971
GC
1774
Gould Capital
Washington
$927
AGWCA
1775
Annis Gardner Whiting Capital Advisors
Florida
$742