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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
CAM
176
Creekmur Asset Management
Illinois
$19.5M
EF
177
Elite Financial
Idaho
$19.4M
DI
178
DAGCO Inc
Ohio
$19.4M
GWM
179
Global Wealth Management
New Jersey
$19.4M
WFPG
180
Waller Financial Planning Group
Ohio
$19.3M
PSIWM
181
Paradigm Strategies in Wealth Management
Minnesota
$19.2M
IAN
182
Integrated Advisors Network
Texas
$19.2M
RW
183
Regimen Wealth
Georgia
$19.1M
MNA
184
Manning & Napier Advisors
New York
$19M
AA
185
Apriem Advisors
California
$18.8M
LNB
186
Ledyard National Bank
$18.8M
SF
187
Schaeffer Financial
Maryland
$18.6M
OIA
188
OneDigital Investment Advisors
Kansas
$18.5M
BCM
189
Brookstone Capital Management
Illinois
$18.5M
SEP
190
Southland Equity Partners
Missouri
$18.4M
Goldman Sachs
191
Goldman Sachs
New York
$18.2M
AP
192
Advisors Preferred
Maryland
$18.2M
TCM
193
Towneley Capital Management
California
$17.9M
PAG
194
Powers Advisory Group
Illinois
$17.6M
HAIM
195
Hunter Associates Investment Management
Pennsylvania
$17.6M
PWMAG
196
Pinnacle Wealth Management Advisory Group
New Jersey
$17.4M
PCWA
197
Pacific Capital Wealth Advisors
California
$17.3M
AWM
198
Axxcess Wealth Management
California
$17M
CFG
199
Cooper Financial Group
California
$16.8M
ASN
200
Advisory Services Network
Georgia
$16.7M