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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 %
FCIM
926
Fairview Capital Investment Management
California
$1.26M +$194K +6,934 +18%
MMHP
927
Murphy Middleton Hinkle & Parker
Georgia
$1.26M -$28 -1 -0%
DQRIM
928
Dale Q Rice Investment Management
Washington
$1.26M
QCM
929
QRG Capital Management
Illinois
$1.26M -$85.6K -3,062 -6%
CWG
930
Cornerstone Wealth Group
North Carolina
$1.25M +$717K +25,642 +135%
KCM
931
Kanawha Capital Management
Virginia
$1.25M -$33.6K -1,201 -3%
CIA
932
Compass Ion Advisors
Pennsylvania
$1.25M -$176K -6,309 -12%
SWM
933
Sagace Wealth Management
Florida
$1.24M +$2.52K +90 +0.2%
TCM
934
TruNorth Capital Management
Michigan
$1.24M +$1.12K +40 +0.1%
FWSM
935
First Wilshire Securities Management
California
$1.23M
HIP
936
HUB Investment Partners
Texas
$1.22M +$197K +7,063 +19%
Financial Engines Advisors
937
Financial Engines Advisors
California
$1.21M +$126K +4,524 +12%
Lido Advisors
938
Lido Advisors
California
$1.21M +$288K +10,293 +31%
ACA
939
Atlas Capital Advisors
Wyoming
$1.2M +$105K +3,759 +10%
AFO
940
Allie Family Office
Florida
$1.2M +$260K +9,313 +28%
MSA
941
Marino Stram & Associates
Massachusetts
$1.19M +$1.62K +58 +0.1%
MW
942
Marcum Wealth
Ohio
$1.17M -$66K -2,362 -5%
SC
943
SouthState Corp
Florida
$1.17M +$1.17M +41,787 New
MC
944
Montag & Caldwell
Georgia
$1.17M -$10.9K -390 -0.9%
ES
945
ETF Store
Kansas
$1.16M +$143K +5,124 +14%
XPN
946
XY Planning Network
Montana
$1.16M -$424K -15,156 -27%
MSWM
947
McGlone Suttner Wealth Management
Wisconsin
$1.15M +$28.4K +1,016 +3%
CAMG
948
CWA Asset Management Group
Florida
$1.14M -$95.6K -3,419 -8%
CAI
949
Capital Advisors Inc
Oklahoma
$1.14M -$46K -1,646 -4%
GF
950
Gries Financial
Ohio
$1.14M