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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 %
JGCM
351
Joseph Group Capital Management
Ohio
$9.02M +$293K +10,484 +3%
AC
352
Avant Capital
Louisiana
$8.98M +$192K +6,875 +2%
CIC
353
Carnegie Investment Counsel
Ohio
$8.97M +$2.74M +106,085 +44%
UCFA
354
United Capital Financial Advisors
Texas
$8.9M -$283K -10,127 -3%
DAS
355
Dynamic Advisor Solutions
Arizona
$8.87M +$8.87M +317,181 New
NCM
356
Northwest Capital Management
Oregon
$8.87M +$4.8M +171,727 +118%
TF
357
Trek Financial
Arizona
$8.86M +$6.98M +249,486 +370%
AUB
358
Atlantic Union Bankshares
Virginia
$8.86M +$248K +8,878 +3%
OCFG
359
O'Connor Financial Group
Illinois
$8.8M +$1.07M +38,308 +14%
CWA
360
Canvas Wealth Advisors
Kansas
$8.79M -$1.24M -48,820 -12%
MS
361
Madden Securities
Texas
$8.77M -$105K -3,745 -1%
JWBC
362
John W. Brooker & Co
California
$8.74M +$303K +10,822 +4%
KFGG
363
Keystone Financial Group (Georgia)
Georgia
$8.7M +$1.04M +40,680 +14%
NEPWA
364
New England Private Wealth Advisors
Massachusetts
$8.69M +$38.7K +1,383 +0.4%
Northern Trust
365
Northern Trust
Illinois
$8.64M +$1.56M +55,690 +22%
CAG
366
Curtis Advisory Group
California
$8.49M -$1.19M -42,695 -12%
JSL
367
JT Stratford LLC
Georgia
$8.48M +$290K +10,374 +4%
TBC
368
Ted Buchan & Co
California
$8.45M +$400K +14,317 +5%
SCM
369
SCS Capital Management
Massachusetts
$8.44M +$8.44M +301,780 New
SAM
370
Smithbridge Asset Management
Pennsylvania
$8.43M +$8.43M +301,489 New
PTP
371
Platform Technology Partners
New York
$8.39M +$606K +21,671 +8%
HAS
372
HBW Advisory Services
California
$8.37M +$10.2K +364 +0.1%
SFMG
373
Sage Financial Management Group
Virginia
$8.37M +$592K +21,188 +8%
NG
374
Novem Group
New York
$8.34M +$7.08M +253,089 +560%
AAMC
375
Asset Allocation & Management Company
Illinois
$8.31M +$4.19M +150,000 +102%