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Schwab US Dividend Equity ETF

1,771 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, 829 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 (-$3.2B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,771
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
RFA
1826
Resurgent Financial Advisors
Georgia
ODG
1827
O'Dell Group
Ohio
RWM
1828
Rockwood Wealth Management
Pennsylvania
CE
1829
Cornerstone Enterprises
Wisconsin
RZH
1830
Relyea Zuckerberg Hanson
Connecticut
Allspring Global Investments
1831
Allspring Global Investments
North Carolina
LAS
1832
Legacy Advisory Services
Pennsylvania
GC
1833
GFG Capital
Florida
TVAMP
1834
Tennessee Valley Asset Management Partners
Tennessee
WP
1835
Westmount Partners
California
CCWA
1836
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
FWM
1837
Fonville Wealth Management
Virginia
FAIM
1838
Financial Advocates Investment Management
Washington
AWAU
1839
Alliance Wealth Advisors (Utah)
Utah
BP
1840
Ballentine Partners
Massachusetts
PWM
1841
Puff Wealth Management
New Jersey
C1AG
1842
Client 1st Advisory Group
Florida
AWM
1843
Accel Wealth Management
Iowa
First Trust Advisors
1844
First Trust Advisors
Illinois
EW
1845
Evoke Wealth
California
SFM
1846
Signet Financial Management
New Jersey
NHT
1847
New Hampshire Trust
New Hampshire
AWA
1848
Aletheian Wealth Advisors
Washington
ECM
1849
Eisler Capital Management
United Kingdom
BCP
1850
Berkeley Capital Partners
Georgia