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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
NRC
1776
New Republic Capital
North Carolina
$716
FG
1777
Fairman Group
Pennsylvania
$573
TFA
1778
Transamerica Financial Advisors
Florida
$547
NC
1779
NewSquare Capital
Pennsylvania
$421
IWM
1780
Inlight Wealth Management
Georgia
$133
GM
1781
GeoWealth Management
Illinois
$85
IRAG
1782
Investment Research & Advisory Group
Georgia
$54
EAM
1783
Eukles Asset Management
Ohio
$53
OLVIG
1784
Oliver Lagore Vanvalin Investment Group
Michigan
$17
SLI
1785
Sumitomo Life Insurance
Japan
Two Sigma Investments
1786
Two Sigma Investments
New York
CWC
1787
Carolinas Wealth Consulting
North Carolina
PA
1788
PFG Advisors
Arizona
MWM
1789
MinichMacGregor Wealth Management
New York
FCI
1790
Financial Counselors Inc
Kansas
MTC
1791
Matrix Trust Company
Colorado
EFS
1792
Econ Financial Services
Pennsylvania
PCS
1793
Personal CFO Solutions
New Jersey
APC
1794
Asset Planning Corporation
Tennessee
LA
1795
LexAurum Advisors
Kansas
FL
1796
FreeGulliver LLC
Louisiana
WA
1797
Win Advisors
Florida
LA
1798
Legacy Advisors
Pennsylvania
HCA
1799
Heck Capital Advisors
Wisconsin
CCB
1800
Cutter & Co Brokerage
Missouri