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Schwab US Dividend Equity ETF

1,786 hedge funds and large institutions have $21B 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, 636 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:

3.97% less ownership

Funds ownership: 34.33%30.35% (-4%)

13% less capital invested

Capital invested by funds: $24.3B → $21B (-$3.28B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,786
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
LWMI
1776
Legacy Wealth Management (Idaho)
Idaho
$971
LIS
1777
Legacy Investment Solutions
Idaho
$971
GC
1778
Gould Capital
Washington
$927
AGWCA
1779
Annis Gardner Whiting Capital Advisors
Florida
$742
NRC
1780
New Republic Capital
North Carolina
$716
FG
1781
Fairman Group
Pennsylvania
$573
TFA
1782
Transamerica Financial Advisors
Florida
$547
NC
1783
NewSquare Capital
Pennsylvania
$421
IWM
1784
Inlight Wealth Management
Georgia
$133
GM
1785
GeoWealth Management
Illinois
$85
IRAG
1786
Investment Research & Advisory Group
Georgia
$54
EAM
1787
Eukles Asset Management
Ohio
$53
OLVIG
1788
Oliver Lagore Vanvalin Investment Group
Michigan
$17
SLI
1789
Sumitomo Life Insurance
Japan
Two Sigma Investments
1790
Two Sigma Investments
New York
CWC
1791
Carolinas Wealth Consulting
North Carolina
PA
1792
PFG Advisors
Arizona
MWM
1793
MinichMacGregor Wealth Management
New York
FCI
1794
Financial Counselors Inc
Kansas
MTC
1795
Matrix Trust Company
Colorado
EFS
1796
Econ Financial Services
Pennsylvania
PCS
1797
Personal CFO Solutions
New Jersey
APC
1798
Asset Planning Corporation
Tennessee
LA
1799
LexAurum Advisors
Kansas
FL
1800
FreeGulliver LLC
Louisiana