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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 %
CAGAS
976
Capital Advisory Group Advisory Services
Minnesota
$1.05M +$150K +5,379 +17%
CWM
977
Collaborative Wealth Management
Florida
$1.04M -$36.2K -1,296 -3%
FFP
978
FourThought Financial Partners
Florida
$1.04M +$1.04M +37,257 New
OFG
979
Orcam Financial Group
California
$1.04M -$105K -3,761 -9%
FGA
980
Fortis Group Advisors
New Jersey
$1.03M +$1.03M +37,014 New
BWM
981
Buska Wealth Management
Wisconsin
$1.03M +$35.2K +1,259 +4%
JFG
982
JMG Financial Group
Illinois
$1.03M -$56.8K -2,032 -5%
CA
983
Clune & Associates
Illinois
$1.03M +$105K +3,755 +11%
VWM
984
Valley Wealth Managers
New Jersey
$1.02M -$279K -9,993 -21%
CWA
985
Clearview Wealth Advisors
Oregon
$1.02M -$440K -15,733 -30%
PIA
986
Pinion Investment Advisors
Kansas
$1.02M +$498K +17,813 +95%
MWM
987
Maridea Wealth Management
New York
$1.02M -$39.5K -1,411 -4%
SWA
988
SOA Wealth Advisors
New York
$1.02M +$16.4K +587 +2%
MHS
989
M Holdings Securities
Oregon
$1.02M +$145K +5,193 +17%
BAWC
990
Boyce & Associates Wealth Consulting
Texas
$1.02M +$5.17K +185 +0.5%
NCM
991
Narwhal Capital Management
Georgia
$1.01M +$39.1K +1,400 +4%
AIP
992
Almanack Investment Partners
Pennsylvania
$998K +$998K +35,700 New
CCM
993
Colorado Capital Management
Colorado
$998K +$8.81K +315 +0.9%
MWP
994
Madison Wealth Partners
Wisconsin
$998K +$4.81K +172 +0.5%
SIMG
995
Sonora Investment Management Group
Arizona
$997K +$319K +11,421 +47%
FMII
996
Farmers & Merchants Investments Inc
Nebraska
$995K -$176K -6,282 -15%
FFG
997
First Financial Group
North Carolina
$995K +$99K +3,539 +11%
VFG
998
Valley Financial Group
Pennsylvania
$992K -$65.6K -2,347 -6%
RFMS
999
RWQ Financial Management Services
Florida
$991K +$991K +35,430 New
WTFG
1000
Wood Tarver Financial Group
Idaho
$985K -$96.2K -3,440 -9%