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