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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 131 funds opening new positions, 891 increasing their positions, 585 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+1
Holders Change %
+0.06%
% 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
131
Increased
891
Reduced
585
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
326
Spreng Capital Management
Ohio
$9.93M -$76.1K -2,721 -0.8%
BEI
327
Benjamin Edwards Inc
Missouri
$9.91M +$518K +18,514 +6%
Envestnet Portfolio Solutions
328
Envestnet Portfolio Solutions
Illinois
$9.9M +$17.5K +627 +0.2%
FFWA
329
FRG Family Wealth Advisors
Washington
$9.9M +$20.4K +730 +0.2%
CW
330
CreativeOne Wealth
Kansas
$9.78M +$7.23M +258,613 +283%
NFG
331
Nations Financial Group
Iowa
$9.76M -$170K -6,071 -2%
NLWP
332
Next Level Wealth Planning
Idaho
$9.74M +$594K +21,228 +6%
YIA
333
YHB Investment Advisors
Connecticut
$9.72M +$53K +1,894 +0.5%
AI
334
Atria Investments
North Carolina
$9.67M -$2.7M -96,512 -22%
OHWP
335
Oak Harbor Wealth Partners
North Carolina
$9.65M +$419K +14,988 +5%
PF
336
Prosperitas Financial
California
$9.65M +$1.43M +51,177 +17%
CFG
337
Citizens Financial Group
Rhode Island
$9.61M +$1.13M +40,498 +13%
HCP
338
Holt Capital Partners
Texas
$9.6M -$232K -8,288 -2%
VCP
339
Verus Capital Partners
Arizona
$9.58M -$291K -10,398 -3%
MWA
340
Merkkuri Wealth Advisors
New York
$9.54M -$948K -33,906 -9%
PAI
341
Pittenger & Anderson Inc
Nebraska
$9.52M -$817K -29,220 -8%
PS
342
Principal Securities
Iowa
$9.51M +$57.9K +2,118 +0.6%
PRS
343
Pinkerton Retirement Specialists
Idaho
$9.51M -$1.89M -67,765 -17%
FF
344
Fairway Financial
Florida
$9.47M +$173K +6,182 +2%
TA
345
TruWealth Advisors
Louisiana
$9.28M +$446K +15,892 +5%
SFG
346
SevenBridge Financial Group
Pennsylvania
$9.15M -$2.23M -84,271 -20%
GB
347
Gunma Bank
Japan
$9.09M +$2.52M +90,000 +38%
IIA
348
Integral Investment Advisors
California
$9.09M +$343K +12,257 +4%
SWM
349
Sendero Wealth Management
Texas
$9.04M +$621K +22,203 +7%
MCA
350
Magnolia Capital Advisors
Mississippi
$9.04M +$16.2K +580 +0.2%