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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 %
WIM
551
Warwick Investment Management
Texas
$4.48M -$285K -10,206 -6%
ATC
552
Argent Trust Co
Tennessee
$4.48M -$245K -8,749 -5%
PI
553
PFG Investments
New York
$4.47M +$358K +12,802 +9%
KFSN
554
Keystone Financial Services (Nebraska)
Nebraska
$4.46M +$234K +8,360 +6%
Susquehanna International Group
555
Susquehanna International Group
Pennsylvania
$4.42M +$3.55M +126,815 +404%
US Bancorp
556
US Bancorp
Minnesota
$4.42M +$382K +13,677 +9%
MCC
557
Money Concepts Capital
Florida
$4.4M -$1.41M -50,505 -24%
CAG
558
Csenge Advisory Group
Florida
$4.36M -$1.47M -57,829 -25%
GPFA
559
Game Plan Financial Advisors
Ohio
$4.35M +$176K +6,287 +4%
FTS
560
Fifth Third Securities
Ohio
$4.34M +$90K +3,218 +2%
LSIA
561
LaSalle St. Investment Advisors
Illinois
$4.32M +$4M +143,191 +1,253%
CWP
562
Concord Wealth Partners
Virginia
$4.31M -$316K -11,288 -7%
BIM
563
Breakwater Investment Management
Washington
$4.31M -$197K -7,059 -4%
CA
564
Cambridge Advisors
Nebraska
$4.29M +$2.07K +74 +0%
PIA
565
Panoramic Investment Advisors
Colorado
$4.28M -$234K -8,376 -5%
KDA
566
Kraft Davis & Associates
Missouri
$4.28M +$4.28M +168,527 New
DAS
567
DMKC Advisory Services
Iowa
$4.26M +$254K +9,086 +6%
ACM
568
Advisors Capital Management
New Jersey
$4.26M -$1.23M -44,001 -22%
RSWM
569
Robertson Stephens Wealth Management
California
$4.25M +$259K +9,263 +6%
FL
570
FreeGulliver LLC
Louisiana
$4.25M +$92.6K +3,313 +2%
HIW
571
Holos Integrated Wealth
Pennsylvania
$4.24M -$124K -4,430 -3%
IF
572
Intrua Financial
Texas
$4.22M -$306K -10,957 -7%
PFA
573
Pathway Financial Advisers
Indiana
$4.22M +$29.8K +1,067 +0.7%
LA
574
Lynch & Associates
Indiana
$4.21M +$235K +8,421 +6%
MWM
575
Moran Wealth Management
Florida
$4.19M -$33.2K -1,189 -0.8%