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Schwab US Dividend Equity ETF

1,791 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 835 increasing their positions, 638 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: 34.36%30.39% (-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: 286245 (-41)

Holders
1,791
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
1
$1.04B
2
$768M
3
$757M
4
$754M
5
$748M
6
$509M
7
$464M
8
$454M
9
$415M
10
$392M
11
$357M
12
$330M
13
$318M
14
$299M
15
$269M
16
$251M
17
$241M
18
$208M
19
$188M
20
$182M
21
$168M
22
$161M
23
$157M
24
$150M
25
$149M