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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
EWM
1826
Evercore Wealth Management
New York
DWT
1827
Dorsey & Whitney Trust
South Dakota
CCAM
1828
Cascades Capital Asset Management
North Carolina
PCA
1829
Prosperity Capital Advisors
Ohio
IWM
1830
Iams Wealth Management
Nebraska
EP
1831
Edgestream Partners
New Jersey
4A
1832
4Wealth Advisors
Illinois
NCFG
1833
New Century Financial Group
New Jersey
TFM
1834
Trademark Financial Management
Minnesota
Principal Financial Group
1835
Principal Financial Group
Iowa
DSCM
1836
Del-Sette Capital Management
New York
RFA
1837
Resurgent Financial Advisors
Georgia
ODG
1838
O'Dell Group
Ohio
RWM
1839
Rockwood Wealth Management
Pennsylvania
CE
1840
Cornerstone Enterprises
Wisconsin
RZH
1841
Relyea Zuckerberg Hanson
Connecticut
Allspring Global Investments
1842
Allspring Global Investments
North Carolina
LAS
1843
Legacy Advisory Services
Pennsylvania
GC
1844
GFG Capital
Florida
TVAMP
1845
Tennessee Valley Asset Management Partners
Tennessee
WP
1846
Westmount Partners
California
CCWA
1847
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
FWM
1848
Fonville Wealth Management
Virginia
FAIM
1849
Financial Advocates Investment Management
Washington
AWAU
1850
Alliance Wealth Advisors (Utah)
Utah