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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 %
OAM
501
Oppenheimer Asset Management
New York
$5.37M +$333K +11,926 +7%
PFP
502
Pinnacle Financial Partners
Tennessee
$5.36M -$396K -14,175 -7%
PWM
503
Perigon Wealth Management
California
$5.32M +$97.6K +3,489 +2%
EWA
504
EP Wealth Advisors
California
$5.29M -$197K -7,044 -4%
RW
505
RVW Wealth
California
$5.27M -$13.1M -467,273 -71%
PCA
506
Pallas Capital Advisors
Massachusetts
$5.22M -$64.8K -2,317 -1%
UBG
507
United Bank (Georgia)
Georgia
$5.21M +$65.2K +2,333 +1%
AFG
508
Atomi Financial Group
New York
$5.2M +$457K +16,362 +10%
Comerica Bank
509
Comerica Bank
Texas
$5.2M -$2.71K -97 -0.1%
APC
510
Asset Planning Corporation
Tennessee
$5.14M -$241K -8,635 -4%
AA
511
Auxano Advisors
Washington
$5.11M -$18.3K -654 -0.4%
CWMK
512
Caliber Wealth Management (Kansas)
Kansas
$5.11M +$5.11M +182,642 New
KWA
513
Kellett Wealth Advisors
Ohio
$5.1M +$150K +5,366 +3%
NL
514
NWAM LLC
Washington
$5.07M -$1.19M -42,509 -19%
PAYA
515
Phil A. Younker & Associates
Alaska
$5.03M -$15.9K -570 -0.3%
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$5.03M +$23.7K +974 +0.5%
SMFG
517
Sumitomo Mitsui Financial Group
Japan
$5.02M +$468K +16,735 +10%
FCA
518
FLC Capital Advisors
California
$5.02M -$211K -7,555 -4%
MWM
519
MBE Wealth Management
Wisconsin
$5M +$3.71M +132,743 +287%
SF
520
Seek First
California
$4.98M +$4.98M +178,228 New
ACI
521
Alpha Cubed Investments
California
$4.96M +$465K +16,634 +10%
LIA
522
LS Investment Advisors
Michigan
$4.96M +$3.71M +132,790 +299%
MLICM
523
Metropolitan Life Insurance Company (MetLife)
New York
$4.95M -$83.9K -3,000 -2%
SEI Investments
524
SEI Investments
Pennsylvania
$4.95M -$137K -4,898 -3%
SAM
525
Smartleaf Asset Management
Massachusetts
$4.93M +$1.38M +49,965 +39%