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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 %
ACM
876
Argent Capital Management
Missouri
$1.5M +$595K +21,296 +66%
SIAG
877
Signet Investment Advisory Group
Rhode Island
$1.5M +$14.8K +529 +1%
IA
878
IFG Advisory
Georgia
$1.49M +$244K +8,720 +19%
RFP
879
Root Financial Partners
California
$1.48M +$363K +12,967 +32%
PWP
880
Precedent Wealth Partners
Texas
$1.48M +$838K +29,978 +131%
WI
881
Westbourne Investments
Virginia
$1.47M +$31K +1,108 +2%
IAIM
882
International Assets Investment Management
Florida
$1.46M -$20.2K -723 -1%
CMAI
883
Capital Management Associates Inc
Minnesota
$1.45M +$732K +26,196 +102%
GWM
884
Guardian Wealth Management
Illinois
$1.44M -$8.08M -289,007 -85%
MTIC
885
Missouri Trust & Investment Company
Missouri
$1.44M -$184K -6,572 -11%
SWP
886
Semus Wealth Partners
Florida
$1.42M -$27.5K -984 -2%
ECA
887
Elevation Capital Advisory
Oregon
$1.41M +$99.7K +3,567 +8%
AL
888
Aspiriant LLC
California
$1.41M +$10.7K +382 +0.8%
JCFM
889
JBR Co Financial Management
Oklahoma
$1.4M +$8.08K +289 +0.6%
DT
890
Diversified Trust
Tennessee
$1.4M -$105K -3,772 -7%
Kovitz Investment Group Partners
891
Kovitz Investment Group Partners
Illinois
$1.4M -$215K -7,672 -13%
RF
892
RHS Financial
California
$1.4M -$247K -8,838 -15%
MFG
893
MidWestOne Financial Group
Iowa
$1.4M +$536K +19,185 +62%
EFG
894
Ehrlich Financial Group
California
$1.38M -$58.6K -2,096 -4%
BCG
895
Bravias Capital Group
New Jersey
$1.38M +$1.38M +49,219 New
AWG
896
Altus Wealth Group
Colorado
$1.37M +$136K +4,871 +11%
WCM
897
WealthBridge Capital Management
Ohio
$1.37M +$37.6K +1,343 +3%
MAMG
898
Milestone Asset Management Group
Connecticut
$1.36M +$121K +4,318 +10%
ACM
899
Advance Capital Management
Michigan
$1.36M +$255K +9,104 +23%
TWM
900
Thrive Wealth Management
Pennsylvania
$1.36M +$17.2K +615 +1%