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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 %
ISWM
701
Independent Solutions Wealth Management
New York
$2.83M +$147K +5,259 +5%
PGAM
702
Princeton Global Asset Management
New Jersey
$2.83M -$1.96K -70 -0.1%
AGC
703
Aspen Grove Capital
Colorado
$2.83M +$5.29K +189 +0.2%
CFS
704
Coordinated Financial Services
Colorado
$2.82M -$43.2K -1,544 -2%
RFA
705
Register Financial Advisors
Georgia
$2.81M +$126K +4,495 +5%
AWM
706
Aegis Wealth Management
Maryland
$2.8M
BBHC
707
Brown Brothers Harriman & Co
New York
$2.78M
SSI
708
Scott & Selber Inc
Texas
$2.75M +$9.4K +336 +0.3%
GIM
709
Guild Investment Management
California
$2.75M +$487K +17,425 +22%
SC
710
Savant Capital
Illinois
$2.75M +$37.7K +1,349 +1%
HCA
711
Heck Capital Advisors
Wisconsin
$2.74M +$613K +21,910 +29%
MCM
712
MidAtlantic Capital Management
Virginia
$2.74M -$13K -465 -0.5%
KNFPWM
713
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.72M +$58.8K +2,132 +2%
Bank of Montreal
714
Bank of Montreal
Ontario, Canada
$2.69M -$233K -8,351 -8%
SAM
715
Secure Asset Management
Michigan
$2.69M -$86.5K -3,092 -3%
FWM
716
FMA Wealth Management
Massachusetts
$2.68M -$4.11K -144 -0.2%
BMCM
717
Bryn Mawr Capital Management
Pennsylvania
$2.67M -$69.1K -2,471 -3%
CPRC
718
Consolidated Portfolio Review Corp
New York
$2.67M -$7.91K -283 -0.3%
CIG
719
CHB Investment Group
Pennsylvania
$2.67M +$21.4K +765 +0.8%
MCM
720
Mengis Capital Management
Oregon
$2.67M +$21.9K +783 +0.8%
ZIG
721
Zullo Investment Group
Pennsylvania
$2.67M +$94.9K +3,393 +4%
BWM
722
BKM Wealth Management
Wisconsin
$2.67M +$325K +11,623 +14%
WCG
723
Weaver Consulting Group
California
$2.66M -$56.9K -2,036 -2%
LCM
724
Liberty Capital Management
Michigan
$2.66M +$595K +21,273 +29%
ACG
725
Allen Capital Group
Nebraska
$2.64M -$13.8K -495 -0.5%