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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 %
FWP
1001
FAS Wealth Partners
Kansas
$984K +$9.31K +333 +1%
CW
1002
Code Waechter
Florida
$983K -$1.62K -58 -0.2%
PP
1003
Patten & Patten
Tennessee
$978K +$3.58K +128 +0.4%
WB
1004
Webster Bank
Connecticut
$972K
ODIJL
1005
One Day In July LLC
Vermont
$968K -$2.88K -103 -0.3%
CMBA
1006
C.M. Bidwell & Associates
Hawaii
$965K -$363 -13 -0%
FSC
1007
Full Sail Capital
Oklahoma
$956K +$352K +12,575 +58%
BB
1008
Bell Bank
North Dakota
$952K -$273K -9,763 -22%
AWA
1009
Aaron Wealth Advisors
Illinois
$951K -$59.5K -2,127 -6%
SWM
1010
Segment Wealth Management
Texas
$948K -$663K -23,730 -41%
BFA
1011
Beaumont Financial Advisors
Massachusetts
$946K -$4.39K -157 -0.5%
CI
1012
CacheTech Inc
Utah
$931K -$8.47K -303 -0.9%
AWM
1013
Adams Wealth Management
Utah
$931K -$8.47K -303 -0.9%
Russell Investments Group
1014
Russell Investments Group
United Kingdom
$930K +$295K +10,542 +46%
RPGNY
1015
Retirement Planning Group (New York)
New York
$924K +$924K +33,037 New
WAL
1016
W Advisors LLC
Tennessee
$922K +$64.8K +2,319 +8%
BMA
1017
Brooks Moore & Associates
Tennessee
$919K +$919K +32,865 New
BAM
1018
Bellevue Asset Management
Washington
$915K -$6.99K -250 -0.8%
WTA
1019
Washington Trust Advisors
Massachusetts
$910K +$254K +9,082 +39%
PB
1020
Pinnacle Bancorp
Nebraska
$910K
SIMC
1021
Squire Investment Management Company
Utah
$908K -$10.3K -369 -1%
B
1022
Bailard
California
$907K +$24.4K +874 +3%
LC
1023
Landaas & Company
Wisconsin
$906K +$81K +2,900 +10%
Renaissance Technologies
1024
Renaissance Technologies
New York
$903K -$1.61M -57,700 -64%
FCM
1025
Firestone Capital Management
Florida
$901K +$32.5K +1,161 +4%