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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 %
SP
1026
Stonebrook Private
Michigan
$899K +$17.4K +624 +2%
DC
1027
Darrow Company
Massachusetts
$899K
MWM
1028
Maripau Wealth Management
Indiana
$893K +$226K +8,073 +34%
MWM
1029
Modera Wealth Management
New Jersey
$891K +$7.63K +273 +0.9%
DP
1030
DDD Partners
Washington
$886K +$12.7K +453 +1%
BC
1031
Barnett & Company
Tennessee
$882K -$11.3K -405 -1%
RRA
1032
Round Rock Advisors
Connecticut
$880K -$257K -9,176 -23%
SP
1033
SWS Partners
Ohio
$880K -$104K -3,734 -11%
CCM
1034
Crew Capital Management
Ohio
$878K -$21.4K -766 -2%
CWM
1035
Cornerstone Wealth Management
Missouri
$876K -$20.5K -734 -2%
CHJWM
1036
Carlton Hofferkamp & Jenks Wealth Management
Texas
$876K -$26.3K -1,048 -3%
LIM
1037
Loudon Investment Management
New Hampshire
$873K +$5.45K +195 +0.6%
WAM
1038
Wernau Asset Management
Massachusetts
$873K
ACM
1039
Avalon Capital Management
California
$868K
MSAM
1040
Moloney Securities Asset Management
Missouri
$868K +$1.29K +46 +0.1%
SC
1041
Soundwatch Capital
Connecticut
$865K -$116K -4,148 -12%
HKIM
1042
Hayek Kallen Investment Management
Alabama
$858K -$58.7K -2,100 -6%
BONH
1043
Bank of New Hampshire
New Hampshire
$855K +$92.5K +3,310 +12%
IWP
1044
Insight Wealth Partners
Texas
$852K -$56.3K -2,014 -6%
PIWA
1045
Prevail Innovative Wealth Advisors
Kansas
$852K +$182K +6,515 +27%
IFWM
1046
Institute for Wealth Management
Colorado
$851K -$51.8K -1,852 -6%
SA
1047
Sunesis Advisors
Kansas
$850K +$112 +4 +0%
SSWM
1048
Smith Salley Wealth Management
North Carolina
$847K +$576K +20,590 +212%
SCTC
1049
Sanibel Captiva Trust Company
Florida
$844K +$217K +7,750 +35%
WA
1050
Wealth Alliance
New York
$840K -$12.8K -459 -2%