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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 %
CD
1201
Chapin Davis
Maryland
$574K +$339K +12,141 +145%
IF
1202
Ironwood Financial
Arizona
$573K +$115K +4,101 +25%
FA
1203
FC Advisory
Pennsylvania
$572K +$7.63K +273 +1%
KFA
1204
Kelleher Financial Advisors
New York
$572K +$11.5K +412 +2%
CCA
1205
Cobblestone Capital Advisors
New York
$569K -$54.9K -1,965 -9%
BlackRock
1206
BlackRock
New York
$567K -$537K -19,196 -49%
MCP
1207
Mirador Capital Partners
California
$566K +$7.3K +261 +1%
CP
1208
Capital Planning
Washington
$565K -$28K -1,001 -5%
OW
1209
Olistico Wealth
Oklahoma
$562K +$531K +18,996 +1,699%
NFC
1210
Northstar Financial Companies
Pennsylvania
$561K -$29.4K -1,051 -5%
TCM
1211
TD Capital Management
Tennessee
$560K +$182K +6,509 +48%
BIP
1212
Blueprint Investment Partners
North Carolina
$553K +$553K +19,772 New
CCP
1213
Clarkston Capital Partners
Michigan
$551K +$10.7K +382 +2%
CSI
1214
Cross Staff Investments
New York
$549K
HA
1215
Herold Advisors
New York
$548K -$6.15K -220 -1%
OWP
1216
Obermeyer Wealth Partners
Colorado
$547K +$193K +6,900 +54%
MAA
1217
Matrix Asset Advisors
New York
$547K +$547K +19,557 New
HIS
1218
Horizon Investment Services
Indiana
$546K -$10.9K -390 -2%
MWM
1219
Mission Wealth Management
California
$545K -$96.5K -3,450 -15%
TP
1220
Tranquility Partners
Tennessee
$545K -$15.5K -554 -3%
IAG
1221
Investmark Advisory Group
Connecticut
$537K -$53.1K -1,900 -9%
4WM
1222
49 Wealth Management
Texas
$537K -$11.5K -411 -2%
PCM
1223
Prospera Capital Management
Arizona
$536K
PAMG
1224
Patton Albertson Miller Group
Tennessee
$536K -$23.7K -848 -4%
BFC
1225
Bedel Financial Consulting
Indiana
$534K -$639 -25 -0.1%