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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 %
SAF
626
Smith Anglin Financial
Texas
$3.57M +$330K +11,802 +10%
S
627
Sachetta
Massachusetts
$3.57M +$82K +2,931 +2%
LCM
628
LVM Capital Management
Michigan
$3.57M +$128K +4,570 +4%
SKK
629
Shepherd Kaplan Krochuk
Massachusetts
$3.56M -$695K -24,863 -16%
CS
630
Capital Square
Tennessee
$3.55M +$358K +12,820 +11%
EA
631
Emerald Advisors
Washington
$3.54M +$355K +12,694 +11%
WF
632
Warner Financial
Maryland
$3.54M +$141K +5,026 +4%
SIAG
633
Safeguard Investment Advisory Group
California
$3.54M +$1.19M +42,500 +51%
VWM
634
Vermillion Wealth Management
Minnesota
$3.53M +$79.6K +2,847 +2%
CIA
635
Capital Investment Advisors
Georgia
$3.52M +$441K +15,784 +14%
WFAG
636
Worth Financial Advisory Group
North Carolina
$3.47M -$67.6K -2,416 -2%
CICC
637
Capital Investment Counsel (Colorado)
Colorado
$3.45M +$60.9K +2,178 +2%
HA
638
Hamel Associates
New Jersey
$3.44M -$1.12M -40,119 -25%
EFG
639
Everhart Financial Group
Ohio
$3.42M -$171K -6,115 -5%
P
640
Pitcairn
Pennsylvania
$3.42M
CL
641
COWA LLC
Oklahoma
$3.41M +$11K +394 +0.3%
CF
642
Centaurus Financial
California
$3.4M +$36.9K +1,318 +1%
EWA
643
EverSource Wealth Advisors
Alabama
$3.39M -$134K -4,808 -4%
PNC Financial Services Group
644
PNC Financial Services Group
Pennsylvania
$3.39M -$6.93K -248 -0.2%
MA
645
McGrath & Associates
North Carolina
$3.39M -$115K -4,098 -3%
EWP
646
Elevation Wealth Partners
California
$3.36M +$803K +28,713 +31%
CB
647
Chris Bulman
California
$3.36M +$1.34M +47,893 +66%
SA
648
Sovran Advisors
California
$3.32M +$177K +6,963 +6%
NF
649
Nikulski Financial
Iowa
$3.31M -$57.8K -2,066 -2%
CAL
650
Capital Analysts LLC
Pennsylvania
$3.29M +$187K +6,694 +6%