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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 %
BWA
726
Beam Wealth Advisors
Louisiana
$2.64M +$14.1K +503 +0.5%
EA
727
Enclave Advisors
Texas
$2.63M -$21.4K -765 -0.8%
CFO
728
Collective Family Office
Pennsylvania
$2.63M -$6.12K -219 -0.2%
PCM
729
Pennsylvania Capital Management
Pennsylvania
$2.61M -$3.63M -129,775 -58%
WF
730
Welch & Forbes
Massachusetts
$2.61M
VA
731
Vident Advisory
Georgia
$2.6M -$38.6K -1,379 -1%
FA
732
Fermata Advisors
California
$2.6M +$139K +4,983 +6%
SFPG
733
Stonebridge Financial Planning Group
Florida
$2.58M -$19.3K -690 -0.7%
VFA
734
Valeo Financial Advisors
Indiana
$2.57M +$589K +21,056 +30%
OC
735
Optima Capital
Oregon
$2.56M +$389K +13,923 +18%
CFA
736
CWS Financial Advisors
Michigan
$2.56M +$320K +11,433 +14%
CT
737
Clearstead Trust
Maine
$2.54M -$10.1K -360 -0.4%
SF
738
Synovus Financial
Georgia
$2.52M +$53.4K +1,911 +2%
LF
739
LifeSteps Financial
California
$2.52M +$632K +22,617 +34%
BWAM
740
Boyd Watterson Asset Management
Ohio
$2.52M
BBA
741
BLB&B Advisors
Pennsylvania
$2.51M -$186K -6,669 -7%
Luther King Capital Management (LKCM)
742
Luther King Capital Management (LKCM)
Texas
$2.51M -$2.45M
VCM
743
Vivaldi Capital Management
Illinois
$2.51M +$700K +25,021 +39%
PFS
744
Prospera Financial Services
Texas
$2.49M -$396K -14,152 -14%
CA
745
Crewe Advisors
Utah
$2.49M +$13.8K +494 +0.6%
AWP
746
Atlas Wealth Partners
Pennsylvania
$2.48M +$87.9K +3,144 +4%
BBPWM
747
Blue Bell Private Wealth Management
Pennsylvania
$2.48M +$29.2K +1,046 +1%
FWP
748
Forefront Wealth Partners
Texas
$2.45M -$99.4K -3,554 -4%
WPC
749
Wedmont Private Capital
Pennsylvania
$2.45M +$149K +5,887 +6%
GWWM
750
Great Waters Wealth Management
Minnesota
$2.44M -$16.6K -594 -0.7%