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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
MHIP
1751
Mountain Hill Investment Partners
New Jersey
$1.75K
RFA
1752
Reyes Financial Architecture
California
$1.73K
CPBTD
1753
Central Pacific Bank - Trust Division
Hawaii
$1.67K
AP
1754
Aspect Partners
Virginia
$1.64K
TRCT
1755
Tower Research Capital (TRC)
New York
$1.35K
FF
1756
Finley Financial
Nevada
$1.19K
BNP Paribas Financial Markets
1757
BNP Paribas Financial Markets
France
$1.19K
PWMG
1758
Private Wealth Management Group
New Jersey
$1.15K
BFP
1759
Briaud Financial Planning
Texas
$1K
HWM
1760
Hemington Wealth Management
Virginia
$1K
KFP
1761
Keener Financial Planning
Texas
$1K
LWMI
1762
Legacy Wealth Management (Idaho)
Idaho
$971
LIS
1763
Legacy Investment Solutions
Idaho
$971
GC
1764
Gould Capital
Washington
$927
AGWCA
1765
Annis Gardner Whiting Capital Advisors
Florida
$742
NRC
1766
New Republic Capital
North Carolina
$716
FG
1767
Fairman Group
Pennsylvania
$573
TFA
1768
Transamerica Financial Advisors
Florida
$547
NC
1769
NewSquare Capital
Pennsylvania
$421
IWM
1770
Inlight Wealth Management
Georgia
$133
GM
1771
GeoWealth Management
Illinois
$85
IRAG
1772
Investment Research & Advisory Group
Georgia
$54
EAM
1773
Eukles Asset Management
Ohio
$53
OLVIG
1774
Oliver Lagore Vanvalin Investment Group
Michigan
$17
SLI
1775
Sumitomo Life Insurance
Japan