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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 %
I
1101
INVST
Indiana
$727K -$49K -1,753 -6%
DWM
1102
Drive Wealth Management
Utah
$727K +$395K +14,133 +119%
NC
1103
Napatree Capital
Rhode Island
$724K +$2.91K +104 +0.4%
APW
1104
Austin Private Wealth
Texas
$724K +$96K +3,435 +15%
RIL
1105
Rothschild Investment LLC
Illinois
$724K +$196 +7 +0%
LBC
1106
Lowe Brockenbrough & Co
Virginia
$719K +$5.03K +180 +0.7%
WC
1107
Wolfstich Capital
Massachusetts
$718K
FNBT
1108
FineMark National Bank & Trust
Florida
$717K -$9.79K -350 -1%
SPL
1109
Smart Portfolios LLC
Washington
$717K -$839 -30 -0.1%
M1FG
1110
Mach-1 Financial Group
Arkansas
$709K +$709K +25,375 New
PPWM
1111
Perissos Private Wealth Management
Oklahoma
$708K +$14.2K +507 +2%
NSAM
1112
North Star Asset Management
Wisconsin
$705K -$2.46K -88 -0.3%
KFI
1113
Key Financial Inc
Pennsylvania
$700K
PS
1114
Planned Solutions
California
$698K +$105K +3,762 +18%
FA
1115
Faithward Advisors
Pennsylvania
$698K -$167K -5,957 -19%
FRA
1116
Front Row Advisors
California
$698K +$17.8K +635 +3%
GWSG
1117
GPS Wealth Strategies Group
Colorado
$694K -$35.3K -1,262 -5%
LAIC
1118
Lederer & Associates Investment Counsel
California
$693K -$18.6K -665 -3%
JFGIW
1119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$691K
Wolverine Trading
1120
Wolverine Trading
Illinois
$690K -$1.95M -70,720 -74%
PGF
1121
Plan Group Financial
Oklahoma
$689K +$94.7K +3,388 +16%
BSTWA
1122
Blake Schutter Theil Wealth Advisors
Ohio
$687K +$132K +4,715 +24%
SPA
1123
Sentinel Pension Advisors
Massachusetts
$684K -$21.3K -761 -3%
FIG
1124
FSA Investment Group
Florida
$683K +$6.04K +216 +0.9%
RWP
1125
Ridgecrest Wealth Partners
California
$682K +$13.4K +479 +2%