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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 %
CPA
1051
Clear Point Advisors
New York
$839K +$11.3K +404 +1%
TC
1052
TFR Capital
Texas
$835K +$226K +8,074 +37%
RCWM
1053
Red Crane Wealth Management
California
$834K +$14.6K +523 +2%
CWM
1054
Centricity Wealth Management
Ohio
$833K -$278K -9,942 -25%
VCWA
1055
Vanguard Capital Wealth Advisors
Colorado
$831K +$42.9K +1,534 +5%
LWL
1056
Leo Wealth LLC
Texas
$831K -$21.4M -764,956 -96%
PA
1057
Probity Advisors
Texas
$824K +$824K +29,480 New
TIA
1058
Traphagen Investment Advisors
New Jersey
$818K +$15.2K +545 +2%
AA
1059
Ancora Advisors
Ohio
$818K -$105K -3,745 -11%
BCWM
1060
Bartlett & Co Wealth Management
Ohio
$817K -$58.8K -2,103 -7%
RWM
1061
Rench Wealth Management
Texas
$815K -$36.6K -1,310 -4%
CWM
1062
Connecticut Wealth Management
Connecticut
$815K +$815K +29,163 New
VCAM
1063
Van Cleef Asset Management
Ohio
$815K -$12.2K -437 -1%
WMWM
1064
Wilkins Miller Wealth Management
Alabama
$814K +$1.9K +68 +0.2%
BTI
1065
Blue Trust Inc
Georgia
$813K +$172K +6,154 +27%
AWA
1066
Arete Wealth Advisors
Illinois
$811K -$30.8K -1,103 -4%
OC
1067
Oarsman Capital
Wisconsin
$809K -$27.3K -976 -3%
ARC
1068
Advisor Resource Council
Texas
$802K +$802K +37,399 New
CWM
1069
CCG Wealth Management
California
$801K -$9.48K -339 -1%
SHGA
1070
Sand Hill Global Advisors
California
$797K -$38.7K -1,385 -5%
C
1071
Certuity
Florida
$797K +$304K +8,360 +62%
PFA
1072
Pure Financial Advisors
California
$796K +$402K +14,366 +102%
MBI
1073
May Barnhard Investments
Maryland
$792K +$12.5K +447 +2%
PJSIMP
1074
P.J. Schmidt Investment Management (PJS)
Wisconsin
$789K -$107K -3,838 -12%
FP
1075
Financial Perspectives
Minnesota
$788K +$54.1K +1,936 +7%