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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
BP
1851
Ballentine Partners
Massachusetts
PWM
1852
Puff Wealth Management
New Jersey
C1AG
1853
Client 1st Advisory Group
Florida
AWM
1854
Accel Wealth Management
Iowa
First Trust Advisors
1855
First Trust Advisors
Illinois
EW
1856
Evoke Wealth
California
SFM
1857
Signet Financial Management
New Jersey
NHT
1858
New Hampshire Trust
New Hampshire
AWA
1859
Aletheian Wealth Advisors
Washington
ECM
1860
Eisler Capital Management
United Kingdom
BCP
1861
Berkeley Capital Partners
Georgia
GF
1862
Gimbal Financial
Indiana
CSIC
1863
Clifford Swan Investment Counsel
California
CP
1864
Canopy Partners
Ohio
WAM
1865
Worth Asset Management
Texas
FFS
1866
Flavin Financial Services
Florida
LCM
1867
Lazari Capital Management
California
GT
1868
Glenview Trust
Kentucky
PAM
1869
Peak Asset Management
Colorado
MAM
1870
MMA Asset Management
Pennsylvania
NG
1871
Norden Group
Utah
MWC
1872
MKD Wealth Coaches
Michigan
PCH
1873
PGIM Custom Harvest
New Jersey
CIS
1874
Continental Investors Services
Washington
MF
1875
Manchester Financial
California