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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 %
GIA
801
GHP Investment Advisors
Colorado
$2.04M +$42.9K +1,535 +2%
WCM
802
Whitener Capital Management
North Carolina
$2.02M -$69.2K -2,476 -3%
ZF
803
Zhang Financial
Michigan
$2.02M -$67.9K -2,427 -3%
HC
804
Hurley Capital
New York
$2.02M +$136K +4,858 +7%
SWP
805
Sagespring Wealth Partners
Tennessee
$2.02M -$24.2K -866 -1%
CCM
806
Coldstream Capital Management
Washington
$2M +$1.06M +37,924 +113%
CAMV
807
Concord Asset Management (Virginia)
Virginia
$2M -$831K -32,687 -29%
NGA
808
Naples Global Advisors
Florida
$2M +$92.6K +3,313 +5%
RFN
809
RDA Financial Network
Iowa
$1.97M +$524K +18,750 +36%
GAA
810
Guardian Asset Advisors
Pennsylvania
$1.96M +$105K +3,743 +6%
MC
811
Miramar Capital
Illinois
$1.95M -$16.1K -575 -0.8%
CCB
812
Cutter & Co Brokerage
Missouri
$1.94M +$89.3K +3,195 +5%
EWM
813
Empirical Wealth Management
Washington
$1.94M -$2.77K -99 -0.1%
Natixis Advisors
814
Natixis Advisors
Massachusetts
$1.93M -$513K -18,344 -21%
JCM
815
Janney Capital Management
Pennsylvania
$1.92M +$15.6K +557 +0.8%
SF
816
Safeguard Financial
Wisconsin
$1.9M +$31.7K +1,134 +2%
RMAM
817
Raab & Moskowitz Asset Management
New Jersey
$1.89M +$22.6K +809 +1%
MCM
818
Maple Capital Management
Vermont
$1.88M +$159K +5,685 +9%
IAP
819
Indie Asset Partners
Indiana
$1.86M -$100K -3,575 -5%
PCA
820
Providence Capital Advisors
North Carolina
$1.85M +$1.85M +66,236 New
FA
821
Fiducient Advisors
Illinois
$1.85M +$7.27K +260 +0.4%
MWP
822
Meridian Wealth Partners
Pennsylvania
$1.84M +$147K +5,270 +9%
GK
823
Graney & King
New York
$1.83M -$53.1K -1,898 -3%
Fisher Asset Management
824
Fisher Asset Management
Washington
$1.82M +$645K +23,058 +55%
EFG
825
Embree Financial Group
Illinois
$1.82M +$88.6K +3,168 +5%