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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 %
WWA
851
Wingate Wealth Advisors
Massachusetts
$1.63M -$20.7K -739 -1%
UAG
852
United Advisor Group
Ohio
$1.61M -$13K -466 -0.8%
PWSG
853
Pacific Wealth Strategies Group
California
$1.6M +$21.6K +772 +1%
APA
854
Astoria Portfolio Advisors
New York
$1.6M +$179K +7,054 +13%
CRI
855
Commonwealth Retirement Investments
Virginia
$1.6M -$270K -9,652 -14%
EWA
856
Elevate Wealth Advisory
Georgia
$1.59M +$109K +3,915 +7%
ARG
857
Advisory Resource Group
Oklahoma
$1.59M +$188K +6,740 +13%
GSEP
858
Golden State Equity Partners
California
$1.59M -$1.67M -59,580 -51%
IIC
859
Ironwood Investment Counsel
Arizona
$1.58M +$145K +5,193 +10%
ADL
860
Asset Dedication LLC
California
$1.58M -$106K -3,774 -6%
GGS
861
Galvin Gaustad & Stein
Arizona
$1.57M +$74.5K +2,663 +5%
VP
862
Verum Partners
North Carolina
$1.57M -$271K -9,702 -15%
OF
863
Outfitter Financial
Maine
$1.56M +$6.99K +250 +0.5%
VIA
864
Victrix Investment Advisors
Florida
$1.55M +$1.55M +57,947 New
SBIA
865
Sheaff Brock Investment Advisors
Indiana
$1.55M +$40.5K +1,450 +3%
Empower Advisory Group
866
Empower Advisory Group
Colorado
$1.55M -$55.8K -1,995 -3%
WEG
867
World Equity Group
Illinois
$1.54M -$1.51M -54,046 -49%
EFS
868
Essex Financial Services
Connecticut
$1.53M -$45.2K -1,617 -3%
NA
869
Note Advisors
New York
$1.52M +$170K +6,091 +13%
BCA
870
Bay Colony Advisors
Massachusetts
$1.52M +$25.4K +921 +2%
PEA
871
Park Edge Advisors
Ohio
$1.52M +$1.52M +54,377 New
TIAA Trust, National Association
872
TIAA Trust, National Association
North Carolina
$1.51M -$237K -8,483 -14%
WHC
873
Wulff, Hansen & Co
California
$1.51M +$21.3K +760 +1%
WMA
874
West Michigan Advisors
Michigan
$1.5M +$219K +7,844 +17%
WB
875
West Bancorporation
Iowa
$1.5M -$159K -5,684 -10%