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Schwab US Dividend Equity ETF

1,770 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, 828 increasing their positions, 631 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%30.41% (-3.9%)

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.21B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,770
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
CCM
1801
Crew Capital Management
Ohio
PIWA
1802
Prevail Innovative Wealth Advisors
Kansas
PA
1803
Prossimo Advisors
California
Wolverine Trading
1804
Wolverine Trading
Illinois
BSTWA
1805
Blake Schutter Theil Wealth Advisors
Ohio
EI
1806
Ellevest Inc
New York
VCM
1807
Virtue Capital Management
Tennessee
FA
1808
FSA Advisors
Michigan
BIP
1809
Blueprint Investment Partners
North Carolina
CF
1810
Claris Financial
Virginia
NCG
1811
Newport Capital Group
New Jersey
CFS
1812
Cannon Financial Strategists
Georgia
RWM
1813
Riverbend Wealth Management
South Carolina
EWM
1814
Evercore Wealth Management
New York
DWT
1815
Dorsey & Whitney Trust
South Dakota
CCAM
1816
Cascades Capital Asset Management
North Carolina
PCA
1817
Prosperity Capital Advisors
Ohio
IWM
1818
Iams Wealth Management
Nebraska
EP
1819
Edgestream Partners
New Jersey
4A
1820
4Wealth Advisors
Illinois
NCFG
1821
New Century Financial Group
New Jersey
TFM
1822
Trademark Financial Management
Minnesota
Principal Financial Group
1823
Principal Financial Group
Iowa
DSCM
1824
Del-Sette Capital Management
New York
RFA
1825
Resurgent Financial Advisors
Georgia