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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
WA
1801
Win Advisors
Florida
LA
1802
Legacy Advisors
Pennsylvania
HCA
1803
Heck Capital Advisors
Wisconsin
CCB
1804
Cutter & Co Brokerage
Missouri
ACM
1805
Argent Capital Management
Missouri
BCG
1806
Bravias Capital Group
New Jersey
SWM
1807
Sagace Wealth Management
Florida
Lido Advisors
1808
Lido Advisors
California
MC
1809
Montag & Caldwell
Georgia
FFB
1810
First Financial Bankshares
Texas
ZI
1811
ZEGA Investments
Florida
FGA
1812
Fortis Group Advisors
New Jersey
MHS
1813
M Holdings Securities
Oregon
RFMS
1814
RWQ Financial Management Services
Florida
SWM
1815
Segment Wealth Management
Texas
Renaissance Technologies
1816
Renaissance Technologies
New York
CCM
1817
Crew Capital Management
Ohio
PIWA
1818
Prevail Innovative Wealth Advisors
Kansas
PA
1819
Prossimo Advisors
California
Wolverine Trading
1820
Wolverine Trading
Illinois
BSTWA
1821
Blake Schutter Theil Wealth Advisors
Ohio
EI
1822
Ellevest Inc
New York
VCM
1823
Virtue Capital Management
Tennessee
FA
1824
FSA Advisors
Michigan
BIP
1825
Blueprint Investment Partners
North Carolina