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Schwab US Dividend Equity ETF

1,770 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, 828 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 (-$3.21B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,770
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
CSIC
1851
Clifford Swan Investment Counsel
California
CP
1852
Canopy Partners
Ohio
WAM
1853
Worth Asset Management
Texas
FFS
1854
Flavin Financial Services
Florida
LCM
1855
Lazari Capital Management
California
GT
1856
Glenview Trust
Kentucky
PAM
1857
Peak Asset Management
Colorado
MAM
1858
MMA Asset Management
Pennsylvania
NG
1859
Norden Group
Utah
MWC
1860
MKD Wealth Coaches
Michigan
PCH
1861
PGIM Custom Harvest
New Jersey
CIS
1862
Continental Investors Services
Washington
MF
1863
Manchester Financial
California
SFG
1864
Stonebridge Financial Group
Pennsylvania
GP
1865
Greenline Partners
New York
WF
1866
Wayfinding Financial
Washington
RAM
1867
Riggs Asset Management
Pennsylvania
HCP
1868
Hexagon Capital Partners
Arkansas
KGP
1869
Keystone Global Partners
Colorado
AFS
1870
Anderson Financial Strategies
Ohio
FFL
1871
Financial Freedom LLC
Ohio
WA
1872
Whipplewood Advisors
Colorado
WT
1873
Washington Trust
Rhode Island
PA
1874
PSI Advisors
Florida
QC
1875
Quent Capital
New York