SCHD icon

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 %
FA
526
Fagan Associates
New York
$4.93M -$76.2K -2,724 -2%
AWA
527
Arkadios Wealth Advisors
Georgia
$4.93M +$2.6M +93,068 +112%
BI
528
Berkeley Inc
Idaho
$4.92M +$33.4K +1,194 +0.7%
MMA
529
Miracle Mile Advisors
California
$4.9M -$143K -5,124 -3%
IAS
530
Insigneo Advisory Services
Florida
$4.9M +$562K +20,108 +13%
JWM
531
JPL Wealth Management
Colorado
$4.86M +$254K +9,078 +6%
WA
532
WPG Advisers
Maryland
$4.86M -$710K -25,392 -13%
EF
533
Exeter Financial
Arizona
$4.86M +$228K +8,140 +5%
AIA
534
AssuredPartners Investment Advisors
Florida
$4.86M +$250K +8,932 +5%
MWG
535
Martin Worley Group
Utah
$4.86M +$63.2K +2,260 +1%
LA
536
LexAurum Advisors
Kansas
$4.84M +$107K +3,814 +2%
BP
537
Broadleaf Partners
Ohio
$4.83M +$102K +3,634 +2%
HFS
538
Hopwood Financial Services
Virginia
$4.8M -$12.1K -434 -0.3%
TAM
539
Titleist Asset Management
Texas
$4.75M +$2.49M +89,196 +110%
OFP
540
OLIO Financial Planning
Virginia
$4.74M +$140K +5,021 +3%
Qube Research & Technologies (QRT)
541
Qube Research & Technologies (QRT)
United Kingdom
$4.7M -$1.6M -57,058 -25%
JPLA
542
Joseph P. Lucia & Associates
New York
$4.67M +$229K +8,191 +5%
CIA
543
Cape Investment Advisory
Georgia
$4.64M +$123K +4,391 +3%
FWA
544
FSC Wealth Advisors
New York
$4.64M -$6.24K -223 -0.1%
FHC
545
First Heartland Consultants
Missouri
$4.61M +$1.9M +68,020 +70%
RFA
546
Rollins Financial Advisors
New York
$4.53M -$188K -6,708 -4%
WWM
547
Western Wealth Management
Colorado
$4.52M +$475 +17 +0%
TYCC
548
Texas Yale Capital Corp
Florida
$4.51M -$383K -13,692 -8%
ST
549
Smithfield Trust
Pennsylvania
$4.5M +$256K +9,161 +6%
CIC
550
Cutler Investment Counsel
Oregon
$4.49M -$209K -7,480 -4%