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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 %
BGAI
376
Bruce G. Allen Investments
Colorado
$8.23M +$354K +12,649 +4%
OP
377
ORG Partners
Indiana
$8.22M +$644K +23,047 +9%
PF
378
Penney Financial
Texas
$8.19M +$392K +14,025 +5%
DCM
379
Davis Capital Management
Florida
$8.18M -$170K -6,084 -2%
HSA
380
HBK Sorce Advisory
Pennsylvania
$8.16M +$962K +34,418 +13%
SWM
381
Spire Wealth Management
Virginia
$8.11M +$247K +8,817 +3%
GFPC
382
Global Financial Private Client
Florida
$8.1M -$15.7K -560 -0.2%
EF
383
Empowered Funds
Pennsylvania
$8.03M +$7.89M +282,105 +5,693%
SSWM
384
Sheets Smith Wealth Management
North Carolina
$8.02M -$1.29M -46,010 -14%
CG
385
Caprock Group
Idaho
$7.98M +$1.62M +58,010 +25%
MA
386
MBA Advisors
Pennsylvania
$7.96M +$236K +8,456 +3%
AWM
387
AE Wealth Management
Kansas
$7.93M +$239K +8,532 +3%
NB
388
NBT Bank
New York
$7.93M -$78.3K -2,800 -1%
SOS
389
Silver Oak Securities
Tennessee
$7.92M +$95.5K +3,464 +1%
RF
390
Robbins Farley
New Hampshire
$7.9M -$72.4K -2,590 -0.9%
CA
391
Clearstead Advisors
Ohio
$7.76M +$723K +25,842 +10%
BWM
392
BCS Wealth Management
Tennessee
$7.75M -$227K -8,108 -3%
JWWM
393
Johnson & White Wealth Management
Pennsylvania
$7.73M +$568K +20,306 +8%
CFA
394
Cahill Financial Advisors
Minnesota
$7.72M +$447K +16,001 +6%
MFA
395
Mayflower Financial Advisors
Massachusetts
$7.72M +$503K +17,994 +7%
MWS
396
MFA Wealth Services
California
$7.7M -$1.67M -59,659 -18%
BFWA
397
Benchmark Financial Wealth Advisors
Florida
$7.59M -$1.41M -50,374 -16%
MWM
398
Meridian Wealth Management
Kentucky
$7.56M +$307K +10,992 +4%
MAM
399
Madison Asset Management
Wisconsin
$7.56M +$3.58M +127,972 +90%
GFP
400
Guardian Financial Partners
California
$7.55M +$506K +18,091 +7%