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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
CCWA
1851
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
FWM
1852
Fonville Wealth Management
Virginia
FAIM
1853
Financial Advocates Investment Management
Washington
AWAU
1854
Alliance Wealth Advisors (Utah)
Utah
BP
1855
Ballentine Partners
Massachusetts
PWM
1856
Puff Wealth Management
New Jersey
C1AG
1857
Client 1st Advisory Group
Florida
AWM
1858
Accel Wealth Management
Iowa
First Trust Advisors
1859
First Trust Advisors
Illinois
EW
1860
Evoke Wealth
California
SFM
1861
Signet Financial Management
New Jersey
NHT
1862
New Hampshire Trust
New Hampshire
AWA
1863
Aletheian Wealth Advisors
Washington
ECM
1864
Eisler Capital Management
United Kingdom
BCP
1865
Berkeley Capital Partners
Georgia
GF
1866
Gimbal Financial
Indiana
CSIC
1867
Clifford Swan Investment Counsel
California
CP
1868
Canopy Partners
Ohio
WAM
1869
Worth Asset Management
Texas
FFS
1870
Flavin Financial Services
Florida
LCM
1871
Lazari Capital Management
California
GT
1872
Glenview Trust
Kentucky
PAM
1873
Peak Asset Management
Colorado
MAM
1874
MMA Asset Management
Pennsylvania
NG
1875
Norden Group
Utah