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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 %
MFF
451
Michels Family Financial
Texas
$6.34M +$164K +5,850 +3%
IC
452
IEQ Capital
California
$6.27M +$4.28M +152,985 +214%
AIA
453
Armor Investment Advisors
North Carolina
$6.24M +$4.22K +151 +0.1%
TC
454
TownSquare Capital
Utah
$6.19M +$1.7M +60,716 +38%
RWA
455
Redhawk Wealth Advisors
Minnesota
$6.17M +$800K +28,618 +15%
HA
456
Hofer & Associates
California
$6.13M +$146K +5,234 +2%
EFS
457
Econ Financial Services
Pennsylvania
$6.13M +$250K +8,933 +4%
GSIS
458
Global Strategic Investment Solutions
Arizona
$6.12M
FFWM
459
Future Financial Wealth Management
Ohio
$6.08M +$347K +12,397 +6%
RC
460
Rovin Capital
Arizona
$6.05M +$254K +9,072 +4%
WP
461
WealthPLAN Partners
Nebraska
$6.03M -$48.8K -1,747 -0.8%
BFP
462
Beacon Financial Planning
Massachusetts
$6.03M +$948K +33,910 +19%
CF
463
Cyr Financial
Illinois
$5.99M +$233K +8,337 +4%
DWM
464
Diversify Wealth Management
Utah
$5.98M -$63.9K -2,467 -1%
SJIM
465
St. Johns Investment Management
Florida
$5.98M +$28.8K +1,030 +0.5%
SFA
466
Sequoia Financial Advisors
Ohio
$5.97M +$279K +9,977 +5%
RDWM
467
Red Door Wealth Management
Tennessee
$5.95M -$104K -3,731 -2%
FHA
468
Flagship Harbor Advisors
Massachusetts
$5.95M +$421K +15,068 +8%
BPFA
469
Barnes Pettey Financial Advisors
Mississippi
$5.93M +$707K +25,301 +14%
TA
470
TrueWealth Advisors
Alabama
$5.87M -$392K -14,032 -6%
SAI
471
Savvy Advisors Inc
New York
$5.87M -$149K -5,334 -2%
AWM
472
Apollon Wealth Management
South Carolina
$5.84M -$262K -9,379 -4%
AWMG
473
Alliance Wealth Management Group
New Jersey
$5.82M +$35.8K +1,279 +0.6%
TCM
474
Towercrest Capital Management
Pennsylvania
$5.82M +$35.8K +1,279 +0.6%
FF
475
Friday Financial
Iowa
$5.81M +$287K +10,294 +5%