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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 %
CA
1176
CGN Advisors
Kansas
$611K -$136K -4,847 -18%
KIM
1177
Kane Investment Management
California
$607K -$46.6K -1,668 -7%
AFS
1178
Access Financial Services
Minnesota
$606K -$3.79M -135,622 -86%
BFA
1179
Beacon Financial Advisory
Ohio
$606K +$300K +10,714 +98%
IPAM
1180
Investment Partners Asset Management
New Jersey
$605K +$8.5K +304 +1%
BWL
1181
Bogart Wealth LLC
Virginia
$605K +$9.37K +335 +2%
GC
1182
Grimes & Company
Massachusetts
$603K -$201K -7,187 -25%
AF
1183
Aldebaran Financial
$602K
BFG
1184
Bleakley Financial Group
New Jersey
$599K +$70.2K +2,511 +13%
FPWM
1185
FSB Premier Wealth Management
Iowa
$599K -$34.6K -1,236 -5%
VV
1186
Verity & Verity
South Carolina
$594K +$100K +3,594 +20%
HIC
1187
Holderness Investments Company
North Carolina
$592K +$20.6K +738 +4%
S
1188
SignatureFD
Georgia
$590K +$40K +1,431 +7%
CFP
1189
Cascade Financial Partners
California
$589K -$32.7K -1,168 -5%
OFS
1190
Oldfather Financial Services
Nebraska
$589K +$212K +7,583 +56%
VCM
1191
Virtue Capital Management
Tennessee
$588K +$588K +21,047 New
T
1192
Tidemark
California
$586K -$6.21K -222 -1%
FA
1193
FSA Advisors
Michigan
$586K +$370K +13,240 +172%
GT
1194
Glenmede Trust
Pennsylvania
$584K -$24.3K -870 -4%
NEWAS
1195
N.E.W. Advisory Services
Wisconsin
$583K +$282K +10,079 +93%
FCMA
1196
Foresight Capital Management Advisors
Michigan
$581K -$48.6K -1,738 -8%
GBWM
1197
Granite Bay Wealth Management
New Hampshire
$580K -$130K -4,639 -18%
AWS
1198
Aspen Wealth Strategies
Colorado
$580K -$1.42M -50,664 -71%
SIC
1199
Sigma Investment Counselors
Michigan
$576K -$57.1K -2,041 -9%
SCA
1200
Sage Capital Advisors
South Dakota
$574K +$2.13K +76 +0.4%