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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 %
BEAM
301
Baker Ellis Asset Management
Washington
$11.1M -$142K -5,090 -1%
MFG
302
Midwest Financial Group
Kansas
$11.1M +$192K +6,874 +2%
CNWM
303
Clay Northam Wealth Management
California
$10.9M -$143K -5,129 -1%
GS
304
GWN Securities
Florida
$10.9M +$10.2M +385,550 +1,464%
SF
305
Summit Financial
New Jersey
$10.9M +$2.17M +77,628 +25%
LFAS
306
Level Four Advisory Services
Texas
$10.9M +$77.7K +2,778 +0.7%
FWA
307
Flagship Wealth Advisors
Massachusetts
$10.9M +$4.67M +167,159 +75%
OPPS
308
Obsidian Personal Planning Solutions
Maryland
$10.7M +$4.42M +171,036 +70%
CCG
309
Coastwise Capital Group
California
$10.7M +$1.12M +40,087 +12%
MF
310
Montis Financial
Massachusetts
$10.6M +$4.79M +171,380 +82%
HBW
311
Hazlett, Burt & Watson
West Virginia
$10.6M +$42.9K +1,535 +0.4%
BWA
312
BlueChip Wealth Advisors
Georgia
$10.6M -$52.5K -1,877 -0.5%
DFA
313
DHJJ Financial Advisors
Illinois
$10.5M -$8.61K -308 -0.1%
FT
314
Fiduciary Trust
Massachusetts
$10.5M -$2.76M -98,846 -21%
CAP
315
Columbia Advisory Partners
Washington
$10.3M +$117K +4,180 +1%
YLHM
316
Yelin Lapidot Holdings Management
Israel
$10.3M +$383K +13,700 +4%
RMF
317
Red Mountain Financial
Colorado
$10.2M +$85.2K +3,048 +0.8%
MF
318
Meridian Financial
Massachusetts
$10.1M +$108K +3,848 +1%
BWM
319
Bernard Wealth Management
Michigan
$10.1M -$262K -9,361 -3%
DC
320
Davenport & Co
Virginia
$10.1M +$972K +34,763 +11%
WAG
321
Winthrop Advisory Group
Massachusetts
$10.1M -$320K -11,431 -3%
BIA
322
Bell Investment Advisors
California
$10.1M +$148K +5,279 +1%
ICM
323
Islay Capital Management
Texas
$9.99M -$1.66M -59,364 -14%
CST
324
Charles Schwab Trust
Nevada
$9.99M +$352K +12,576 +4%
JWS
325
Juncture Wealth Strategies
Arizona
$9.97M +$39.6K +1,417 +0.4%