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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 %
WWM
676
Woodside Wealth Management
Massachusetts
$2.99M +$2.99M +106,996 New
SL
677
SFM LLC
New Hampshire
$2.98M +$160K +5,740 +6%
FCM
678
Fortis Capital Management
Washington
$2.98M +$66.3K +2,370 +2%
JCM
679
Jacobi Capital Management
Pennsylvania
$2.96M -$102K -3,653 -3%
IAG
680
Investment Advisory Group
Massachusetts
$2.96M +$451K +16,140 +18%
SFS
681
Sowell Financial Services
Arkansas
$2.96M +$574K +20,530 +24%
T
682
Transce3nd
Texas
$2.95M +$41.7K +1,493 +1%
SSB
683
Sandy Spring Bank
Maryland
$2.94M -$49.3K -1,762 -2%
CWM
684
Chesapeake Wealth Management
Virginia
$2.94M -$39.8K -1,425 -1%
BI
685
Beckerman Institutional
New Jersey
$2.93M +$135K +4,817 +5%
BJL
686
Brighton Jones LLC
Washington
$2.93M -$12.4K -443 -0.4%
VWWMG
687
Vermillion & White Wealth Management Group
Pennsylvania
$2.92M +$2.86M +102,337 +4,560%
WWA
688
WCG Wealth Advisors
Nevada
$2.91M -$184K -6,573 -6%
WP
689
Wealthspan Partners
Iowa
$2.89M +$509K +18,210 +21%
CPP
690
Capasso Planning Partners
South Carolina
$2.89M -$612K -21,885 -17%
TFA
691
Teamwork Financial Advisors
Texas
$2.89M +$1.25M +44,872 +77%
CIA
692
Choate Investment Advisors
Massachusetts
$2.88M
OSAM
693
O'Shaughnessy Asset Management
Connecticut
$2.88M +$599K +21,417 +26%
PAS
694
PKS Advisory Services
New York
$2.87M +$2.03M +76,168 +241%
PWA
695
Physician Wealth Advisors
Utah
$2.85M +$3.52K +126 +0.1%
TSWM
696
Tyler-Stone Wealth Management
Ohio
$2.85M +$1.18M +42,136 +71%
SFG
697
SNS Financial Group
Minnesota
$2.84M -$157K -5,601 -5%
LFG
698
Larson Financial Group
Missouri
$2.84M +$285K +10,194 +11%
1L
699
10Elms LLP
Oklahoma
$2.84M +$11K +395 +0.4%
SWM
700
SpringVest Wealth Management
Texas
$2.83M +$39.8K +1,422 +1%