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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 %
PL
401
Plancorp LLC
Missouri
$7.52M +$6.14M +219,483 +444%
PVAMC
402
PPS&V Asset Management Consultants
Michigan
$7.51M -$1.34K -48 -0%
AOG
403
Alpha Omega Group
Virginia
$7.51M -$26.8K -960 -0.4%
BCI
404
Brinker Capital Investments
Pennsylvania
$7.51M +$79.7K +2,850 +1%
OPS
405
Orion Portfolio Solutions
Nebraska
$7.51M +$79.7K +2,850 +1%
PIMG
406
Patriot Investment Management Group
Tennessee
$7.45M +$142K +5,096 +2%
CA
407
Continuum Advisory
Idaho
$7.45M +$533K +19,055 +8%
CFO
408
Custos Family Office
Texas
$7.44M +$24.2K +867 +0.3%
TFG
409
Tull Financial Group
Virginia
$7.38M -$505K -18,048 -6%
CFG
410
Certior Financial Group
Pennsylvania
$7.34M +$2.73M +97,462 +59%
MCA
411
MSH Capital Advisors
Arizona
$7.31M +$608K +21,732 +9%
JWCA
412
J.W. Cole Advisors
Florida
$7.22M +$966K +34,543 +15%
SMC
413
Smith, Moore & Co
Missouri
$7.2M +$892K +31,902 +14%
MIA
414
Milestone Investment Advisors
Wisconsin
$7.16M +$122K +4,380 +2%
NL
415
Navalign LLC
California
$7.15M -$183K -6,542 -2%
FTWA
416
Fifth Third Wealth Advisors
Ohio
$7.08M +$893K +31,956 +14%
PCIA
417
Prime Capital Investment Advisors
Kansas
$7.07M +$1.95M +69,769 +38%
GSIAS
418
Garden State Investment Advisory Services
New Jersey
$6.97M -$2.83M -100,994 -29%
TF
419
Tudor Financial
Ohio
$6.95M +$680K +24,319 +11%
USCWA
420
U.S. Capital Wealth Advisors
Texas
$6.94M +$1.92M +68,689 +38%
AWM
421
Accredited Wealth Management
Kentucky
$6.93M +$469K +16,770 +7%
VWA
422
Visionary Wealth Advisors
Illinois
$6.91M +$221K +7,915 +3%
PSCM
423
Per Stirling Capital Management
Texas
$6.9M -$86.6K -3,098 -1%
WIM
424
WealthPlan Investment Management
Nebraska
$6.9M +$5.29M +189,123 +328%
HWM
425
HRC Wealth Management
Idaho
$6.89M -$319K -11,406 -4%