SCHD icon

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 %
GJIA
901
Glass Jacobson Investment Advisors
Maryland
$1.36M
IAA
902
Independent Advisor Alliance
North Carolina
$1.36M -$37.5M -1,342,165 -97%
RW
903
REDW Wealth
New Mexico
$1.35M -$6.4K -229 -0.5%
NAM
904
NorthCrest Asset Manangement
Minnesota
$1.35M +$170K +6,074 +14%
JIC
905
Joel Isaacson & Co
New York
$1.35M -$72.9K -2,607 -5%
BWM
906
BNC Wealth Management
Oregon
$1.34M -$5.96K -213 -0.4%
PAA
907
Peregrine Asset Advisers
Oregon
$1.34M +$1.06M +38,029 +389%
SWP
908
Summit Wealth Partners
Florida
$1.33M -$75.9K -2,714 -5%
SLWA
909
San Luis Wealth Advisors
California
$1.33M +$174K +6,221 +15%
AG
910
AmeriFlex Group
Nevada
$1.33M -$23.2K -830 -2%
RCWM
911
Royal Capital Wealth Management
Indiana
$1.32M -$4.59K -164 -0.3%
SFC
912
SYM Financial Corp
Indiana
$1.32M +$44.5K +1,593 +3%
EWM
913
Evergreen Wealth Management
Michigan
$1.32M -$18K -643 -1%
BW
914
BXM Wealth
Colorado
$1.31M +$57.7K +2,081 +5%
RGF
915
Retirement Guys Formula
Ohio
$1.31M +$6.52K +233 +0.5%
FFA
916
Founders Financial Alliance
North Carolina
$1.3M +$46.7K +1,672 +4%
CCFM
917
Clear Creek Financial Management
Washington
$1.3M +$267K +9,532 +26%
MPCL
918
My Personal CFO LLC
Washington
$1.3M +$103K +3,666 +9%
RWP
919
RWA Wealth Partners
Massachusetts
$1.29M +$19.9K +712 +2%
GLA
920
Great Lakes Advisors
Illinois
$1.29M -$1.72M -61,581 -57%
GI
921
Gradient Investments
Minnesota
$1.29M -$23.6K -843 -2%
TNBTD
922
Trustmark National Bank Trust Department
Mississippi
$1.28M -$42.3K -1,512 -3%
TCA
923
Transcend Capital Advisors
New Jersey
$1.27M +$141K +5,050 +13%
First Manhattan
924
First Manhattan
New York
$1.26M +$587 +21 +0%
MWP
925
Meriwether Wealth & Planning
Louisiana
$1.26M +$125K +4,456 +11%