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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 %
SG
651
StoneX Group
New York
$3.28M +$234K +8,376 +8%
TA
652
TPG Advisors
Illinois
$3.27M -$51.8K -1,854 -2%
LA
653
LPF Advisors
Florida
$3.27M -$369K -13,213 -10%
CIAS
654
Capital Investment Advisory Services
North Carolina
$3.25M -$38.9K -1,390 -1%
FD
655
Financial Designs
California
$3.25M +$25.4K +910 +0.8%
AIM
656
Anchor Investment Management
South Carolina
$3.2M -$13.1K -470 -0.4%
AMG
657
Advisors Management Group
Wisconsin
$3.2M +$165K +5,896 +5%
GMA
658
Glassy Mountain Advisors
Maryland
$3.18M +$87.3K +3,124 +3%
CWS
659
Cypress Wealth Services
California
$3.18M -$39.2K -1,401 -1%
CB
660
Commerce Bank
Missouri
$3.16M -$274K -9,810 -8%
MAS
661
Madden Advisory Services
Florida
$3.16M +$16.4K +585 +0.5%
JSW
662
Journey Strategic Wealth
New Jersey
$3.14M +$161K +5,746 +5%
OFS
663
OneAscent Financial Services
Alabama
$3.14M +$1.75M +62,650 +126%
SWM
664
SeaCrest Wealth Management
New York
$3.14M -$215K -7,685 -6%
HL
665
HeadInvest LLC
Maine
$3.13M -$50.2K -1,796 -2%
WKWM
666
Walter & Keenan Wealth Management
Indiana
$3.12M -$80.4K -2,874 -3%
EIA
667
Eldridge Investment Advisors
New Hampshire
$3.12M +$41.3K +1,478 +1%
CPL
668
CAP Partners LLC
Tennessee
$3.1M +$90.3K +3,229 +3%
CFGA
669
Cambridge Financial Group (Arizona)
Arizona
$3.09M -$32.9K -1,185 -1%
V
670
ViaWealth
Kansas
$3.08M +$523K +18,706 +20%
GIA
671
Guyasuta Investment Advisors
Pennsylvania
$3.05M +$520K +18,582 +21%
AWA
672
Adapt Wealth Advisors
Georgia
$3.04M -$22.4K -801 -0.7%
IC
673
Inscription Capital
Texas
$3.04M +$3.04M +37,692 New
Bessemer Group
674
Bessemer Group
New Jersey
$3.03M
FNT
675
First National Trust
Pennsylvania
$3.02M -$2.27M -81,057 -43%