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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 %
FWM
476
Foguth Wealth Management
Michigan
$5.78M -$1.52M -54,487 -21%
TWA
477
Talisman Wealth Advisors
New Jersey
$5.72M +$657K +23,498 +13%
LPT
478
Legacy Private Trust
Wisconsin
$5.72M -$226K -8,089 -4%
PCS
479
Personal CFO Solutions
New Jersey
$5.7M +$93.6K +3,349 +2%
CWM
480
Centric Wealth Management
Illinois
$5.69M +$198K +7,091 +4%
CCA
481
Cypress Capital Advisors
Tennessee
$5.68M +$1.23M +43,849 +28%
SFC
482
Strategic Financial Concepts
Texas
$5.68M +$141K +5,032 +3%
SWA
483
Stratos Wealth Advisors
Ohio
$5.68M +$1.15M +41,022 +25%
EWA
484
Evolution Wealth Advisors
Florida
$5.65M +$1.37K +49 +0%
CPG
485
Cornerstone Planning Group
New Jersey
$5.6M -$117K -4,608 -2%
PCMN
486
Paradigm Capital Management (Nevada)
Nevada
$5.59M -$905K -32,368 -14%
AAP
487
Arax Advisory Partners
Colorado
$5.57M -$1.11M -39,756 -17%
BIA
488
Barry Investment Advisors
Massachusetts
$5.54M +$936K +33,490 +20%
AQR Capital Management
489
AQR Capital Management
Connecticut
$5.52M +$2.65M +94,954 +93%
DBRC
490
D.B. Root & Company
Pennsylvania
$5.48M -$418K -14,957 -7%
GFG
491
Goldstone Financial Group
Illinois
$5.48M -$76.1K -2,722 -1%
Capital Fund Management (CFM)
492
Capital Fund Management (CFM)
France
$5.46M +$593K +21,200 +12%
KIA
493
KCM Investment Advisors
California
$5.44M -$180K -6,438 -3%
AOWM
494
Alpha Omega Wealth Management
Virginia
$5.44M -$85.1K -3,042 -2%
BSSFA
495
Baron Silver Stevens Financial Advisors
Florida
$5.43M +$247K +8,846 +5%
IA
496
Insight Advisors
Pennsylvania
$5.43M +$731K +26,143 +16%
SIS
497
Strategic Investment Solutions
Illinois
$5.41M -$2.17M -77,450 -29%
JBW
498
Journey Beyond Wealth
Georgia
$5.4M +$278K +9,943 +5%
MWM
499
Modern Wealth Management
Kansas
$5.4M -$10.7M -382,991 -66%
GAG
500
GM Advisory Group
New York
$5.38M +$370K +13,217 +7%