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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 %
GWM
576
Geneos Wealth Management
Colorado
$4.18M +$2.13M +76,173 +104%
WA
577
Win Advisors
Florida
$4.12M +$4.12M +147,257 New
SW
578
Simplicity Wealth
New Jersey
$4.12M +$3.18M +113,807 +341%
ML
579
McAdam LLC
Pennsylvania
$4.11M +$58.8K +2,103 +1%
STFP
580
Signal Tree Financial Partners
Ohio
$4.1M +$2.64M +94,348 +180%
AWE
581
Avidian Wealth Enterprises
Texas
$4.09M -$11.6K -414 -0.3%
ANTB
582
AMG National Trust Bank
Colorado
$4.08M -$386K -13,790 -9%
GIA
583
Gladstone Institutional Advisory
Florida
$4.08M +$153K +5,459 +4%
Betterment LLC
584
Betterment LLC
New York
$4.08M +$1.36M +48,507 +50%
MWM
585
MOKAN Wealth Management
Kansas
$4.02M +$90.9K +3,252 +2%
PAG
586
Paladin Advisory Group
Iowa
$4M -$22.6K -807 -0.6%
SWC
587
Spectrum Wealth Counsel
Indiana
$3.99M +$503 +18 +0%
AWP
588
Axis Wealth Partners
Rhode Island
$3.98M +$35.9K +1,285 +0.9%
GCA
589
Genesee Capital Advisors
New York
$3.98M -$52.1K -1,865 -1%
WA
590
WBH Advisory
Maryland
$3.98M +$287K +10,252 +8%
RC
591
Roundview Capital
New Jersey
$3.94M -$68.8K -2,462 -2%
NG
592
Northstar Group
New York
$3.91M -$83.7K -2,992 -2%
BL
593
BFSG LLC
California
$3.91M +$410K +14,649 +12%
CA
594
Cresta Advisors
Texas
$3.91M +$2.53M +90,422 +183%
GLA
595
Good Life Advisors
Pennsylvania
$3.91M -$116K -4,163 -3%
OCM
596
Orion Capital Management
California
$3.9M +$271K +9,687 +7%
WIP
597
WealthCare Investment Partners
Rhode Island
$3.9M -$228K -9,121 -6%
CNB
598
Camden National Bank
Maine
$3.88M +$226K +8,080 +6%
TC
599
Trust Company
Kansas
$3.88M +$288K +10,290 +8%
VCWM
600
Vista Cima Wealth Management
Arizona
$3.85M +$128K +4,564 +3%