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Schwab US Dividend Equity ETF

1,772 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, 632 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%30.42% (-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
1,772
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
HCWM
201
Hidden Cove Wealth Management
Washington
$16.6M
SIM
202
Sims Investment Management
Ohio
$16.6M
GLLW
203
Graves Light Lenhart Wealth
Virginia
$16.6M
SA
204
Skyline Advisors
Washington
$16.4M
AA
205
Advisory Alpha
Michigan
$16.3M
WFS
206
Weitzel Financial Services
Iowa
$16.3M
MOS
207
MGO One Seven
Ohio
$16.3M
JIP
208
Jaffetilchin Investment Partners
Florida
$16.1M
Citigroup
209
Citigroup
New York
$16.1M
FNC
210
First National Corp
Massachusetts
$15.7M
MCB
211
Morton Community Bank
Illinois
$15.6M
MAFA
212
MJT & Associates Financial Advisory
Minnesota
$15.5M
OC
213
Oppenheimer & Co
New York
$15.4M
NIWA
214
New Insight Wealth Advisors
California
$15.4M
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$15.4M
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$15.3M
IIC
217
Integrated Investment Consultants
Michigan
$15.2M
PA
218
Parallel Advisors
California
$15.1M
SCA
219
Snowden Capital Advisors
New York
$15M
KJWM
220
Kiley Juergens Wealth Management
Washington
$14.8M
AWS
221
Atria Wealth Solutions
New York
$14.8M
SCM
222
Stonehearth Capital Management
Massachusetts
$14.8M
DC
223
Davenport & Co
Virginia
$14.7M
LSWP
224
Liberty Square Wealth Partners
Pennsylvania
$14.6M
MA
225
Mutual Advisors
Nebraska
$14.6M