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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 %
VFIC
601
Valley Forge Investment Consultants
Pennsylvania
$3.84M -$671K -23,990 -15%
WS
602
Wedbush Securities
California
$3.83M -$2.01K -72 -0.1%
MW
603
Members Wealth
Pennsylvania
$3.81M +$228K +8,151 +6%
PMG
604
ProVise Management Group
Florida
$3.81M -$158K -5,649 -4%
GCA
605
Gradient Capital Advisors
California
$3.8M +$162K +5,807 +4%
CFGSD
606
Compass Financial Group (South Dakota)
South Dakota
$3.79M +$98.6K +3,528 +3%
NS
607
NBC Securities
Alabama
$3.79M +$3.79M +135,507 +112,923%
EB
608
Eastern Bank
Massachusetts
$3.79M -$361K -12,921 -9%
NAS
609
NWF Advisory Services
California
$3.78M +$3.78M +135,220 New
AIM
610
AHL Investment Management
Florida
$3.76M -$14.1K -506 -0.4%
RBFC
611
Roman Butler Fullerton & Co
Missouri
$3.75M +$473K +18,591 +14%
M&T Bank
612
M&T Bank
New York
$3.74M -$16.1K -576 -0.4%
ACM
613
Alpha Capital Management
Texas
$3.73M -$135K -4,820 -3%
NJIM
614
Nabity-Jensen Investment Management
Nebraska
$3.71M -$363K -12,998 -9%
TW
615
Transform Wealth
Colorado
$3.67M -$1.72M -61,429 -32%
FFA
616
Florida Financial Advisors
Florida
$3.67M +$419K +15,024 +13%
SC
617
Savoie Capital
Illinois
$3.66M
JIC
618
Johnson Investment Counsel
Ohio
$3.65M +$244K +8,743 +7%
CFSG
619
Clark Financial Services Group
Missouri
$3.65M -$11.3K -404 -0.3%
SIA
620
Soltis Investment Advisors
Utah
$3.64M +$190K +6,808 +6%
EIG
621
Ellenbecker Investment Group
Wisconsin
$3.64M +$40.8K +1,459 +1%
OPWM
622
Oxinas Partners Wealth Management
Indiana
$3.62M +$604K +21,589 +20%
WLIM
623
White Lighthouse Investment Management
Massachusetts
$3.6M -$43.4K -1,552 -1%
LA
624
Legacy Advisors
Pennsylvania
$3.58M +$1.44M +51,340 +67%
SQA
625
Simon Quick Advisors
New Jersey
$3.57M -$69.8K -2,498 -2%