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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 %
CSA
951
Cottage Street Advisors
Massachusetts
$1.14M +$97.6K +3,489 +9%
WCFA
952
Walkner Condon Financial Advisors
Wisconsin
$1.13M +$21.8K +779 +2%
YWM
953
Yoder Wealth Management
California
$1.13M -$8.95K -320 -0.8%
EFG
954
Ethos Financial Group
Pennsylvania
$1.12M +$6.56K +240 +0.6%
CG
955
Cynosure Group
Utah
$1.12M -$1.66M -59,452 -60%
HTC
956
Haverford Trust Company
Pennsylvania
$1.12M +$638K +22,827 +133%
PWM
957
Paulson Wealth Management
Illinois
$1.12M -$193K -6,895 -15%
KIM
958
Kestra Investment Management
Texas
$1.11M +$421K +15,057 +61%
ZIM
959
Zacks Investment Management
Illinois
$1.1M +$437K +15,614 +65%
KWM
960
KFG Wealth Management
Indiana
$1.1M +$332K +11,888 +43%
DI
961
Disciplined Investors
Texas
$1.1M +$5.17K +185 +0.5%
PFBT
962
Parkside Financial Bank & Trust
Missouri
$1.09M +$361K +12,915 +49%
FFB
963
First Financial Bankshares
Texas
$1.09M +$726K +25,980 +200%
BTWM
964
Baker Tilly Wealth Management
Wisconsin
$1.09M -$26.2K -938 -2%
CPA
965
Cardiff Park Advisors
California
$1.08M +$417K +14,912 +63%
ZI
966
ZEGA Investments
Florida
$1.08M +$1.08M +38,732 New
VA
967
VestGen Advisors
Illinois
$1.08M +$1.08M +38,609 New
FNBTCON
968
First National Bank & Trust Co of Newtown
Pennsylvania
$1.08M +$164K +5,875 +18%
RK
969
Rather & Kittrell
Tennessee
$1.07M
NCM
970
Next Capital Management
New York
$1.07M +$173K +6,184 +19%
AIA
971
Ally Invest Advisors
North Carolina
$1.07M -$49.2K -1,760 -4%
TPA
972
Trivium Point Advisory
Connecticut
$1.07M -$1.07M -38,101 -50%
MWA
973
Moser Wealth Advisors
Washington
$1.06M -$21.6K -773 -2%
CNFG
974
Creegan & Nassoura Financial Group
New Hampshire
$1.06M -$2.8K -100 -0.3%
MFA
975
Morling Financial Advisors
California
$1.05M