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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
MWC
1876
MKD Wealth Coaches
Michigan
PCH
1877
PGIM Custom Harvest
New Jersey
CIS
1878
Continental Investors Services
Washington
MF
1879
Manchester Financial
California
SFG
1880
Stonebridge Financial Group
Pennsylvania
GP
1881
Greenline Partners
New York
WF
1882
Wayfinding Financial
Washington
RAM
1883
Riggs Asset Management
Pennsylvania
HCP
1884
Hexagon Capital Partners
Arkansas
KGP
1885
Keystone Global Partners
Colorado
AFS
1886
Anderson Financial Strategies
Ohio
FFL
1887
Financial Freedom LLC
Ohio
WA
1888
Whipplewood Advisors
Colorado
WT
1889
Washington Trust
Rhode Island
PA
1890
PSI Advisors
Florida
QC
1891
Quent Capital
New York
Barclays
1892
Barclays
United Kingdom
HC
1893
Hoese & Co
Minnesota
SC
1894
Swan Capital
Florida
CAWM
1895
Capital A Wealth Management
Pennsylvania
PSFG
1896
Park Square Financial Group
Georgia
SNB
1897
Security National Bank
Nebraska
KTC
1898
Kentucky Trust Company
Kentucky
CWM
1899
Compass Wealth Management
Connecticut
FAM
1900
Flaharty Asset Management
Florida