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Schwab US Dividend Equity ETF

1,785 hedge funds and large institutions have $24.2B invested in Schwab US Dividend Equity ETF in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 891 increasing their positions, 584 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
24.25%
Holding in Top 10
282
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+6.82%
% of All Funds
3.83%
New
132
Increased
891
Reduced
584
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MTC
276
Matrix Trust Company
Colorado
$12.8M -$2.84M -101,521 -18%
CPIG
277
Chicago Partners Investment Group
Illinois
$12.7M -$3.32M -129,371 -21%
PFWA
278
Paces Ferry Wealth Advisors
Georgia
$12.6M +$564K +20,158 +5%
CIA
279
Concurrent Investment Advisors
Florida
$12.5M +$7.25M +259,146 +138%
CFMC
280
Curbstone Financial Management Corp
New Hampshire
$12.4M +$1.06M +37,780 +9%
YWM
281
Yukon Wealth Management
Kansas
$12.4M +$12.4M +443,335 New
TFA
282
Trinity Financial Advisors
Ohio
$12.4M +$457K +17,088 +4%
TPWA
283
TRUE Private Wealth Advisors
Oregon
$12.4M +$3.21M +114,649 +35%
NFG
284
Northeast Financial Group
Pennsylvania
$12.3M -$1.1M -39,465 -8%
GA
285
GSG Advisors
New Jersey
$12.3M +$252K +9,734 +2%
MFIM
286
Mesirow Financial Investment Management
Illinois
$12.3M +$254K +9,097 +2%
OWM
287
Olympus Wealth Management
Utah
$12.1M -$17.5M -625,329 -59%
CMP
288
Courage Miller Partners
Virginia
$12M +$238K +8,523 +2%
AWA
289
Acorn Wealth Advisors
Michigan
$11.9M -$80.5K -2,878 -0.7%
Fidelity Investments
290
Fidelity Investments
Massachusetts
$11.9M -$473K -16,902 -4%
SWMG
291
Sard Wealth Management Group
Georgia
$11.8M +$276K +9,878 +2%
GB
292
Goepper Burkhardt
South Carolina
$11.8M +$193K +6,915 +2%
P
293
&Partners
Tennessee
$11.8M +$637K +23,239 +6%
AWM
294
Avior Wealth Management
Nebraska
$11.8M -$373K -13,336 -3%
SIM
295
Synergy Investment Management
Florida
$11.6M +$4.67M +166,854 +67%
XF
296
XML Financial
Maryland
$11.6M +$911K +32,573 +9%
WLPWM
297
Walled Lake Planning & Wealth Management
Illinois
$11.6M -$54.7K -1,955 -0.5%
MA
298
MONECO Advisors
Connecticut
$11.5M -$192K -6,867 -2%
FMC
299
First Merchants Corp
Indiana
$11.2M -$578K -20,661 -5%
CSP
300
Cary Street Partners
Virginia
$11.2M -$409K -14,633 -4%