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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 %
ECM
1226
Evergreen Capital Management
Washington
$532K +$1.82K +65 +0.3%
CIA
1227
Covington Investment Advisors
Pennsylvania
$532K +$43K +1,538 +9%
WT
1228
Whittier Trust
California
$532K
PP
1229
PDS Planning
Ohio
$529K +$2.46K +88 +0.5%
WAAG
1230
Wealth Alliance Advisory Group
Kansas
$529K
RAS
1231
RPS Advisory Solutions
Kentucky
$527K +$527K +18,855 New
NCG
1232
Newport Capital Group
New Jersey
$523K +$3.27K +117 +0.6%
ACA
1233
American Capital Advisory
Idaho
$520K
BWP
1234
Balboa Wealth Partners
Arizona
$519K +$296K +10,586 +132%
CF
1235
Claris Financial
Virginia
$519K
RMC
1236
Ring Mountain Capital
California
$516K -$4.25K -152 -0.8%
MCA
1237
Maryland Capital Advisors
Maryland
$513K -$198K -7,074 -28%
MWA
1238
Midland Wealth Advisors
Illinois
$511K -$12.7K -454 -2%
CT
1239
Colonial Trust
South Carolina
$511K -$148K -5,370 -22%
SHA
1240
Seneca House Advisors
Virginia
$511K -$14.6K -522 -3%
SWA
1241
Sightline Wealth Advisors
Connecticut
$511K +$1.23K +44 +0.2%
MA
1242
Mezzasalma Advisors
New Jersey
$509K -$30.6K -1,093 -6%
CMMS
1243
Comprehensive Money Management Services
Florida
$508K -$30.6K -1,095 -6%
RWM
1244
Revisor Wealth Management
Ohio
$507K +$18.9K +675 +4%
Jane Street
1245
Jane Street
New York
$506K -$7.33M -262,194 -94%
GGI
1246
Godsey & Gibb Inc
Virginia
$500K -$22K -787 -4%
HR
1247
Howe & Rusling
New York
$498K +$70.2K +2,512 +16%
TFGT
1248
TS Financial Group (TSFG)
Illinois
$491K +$58.5K +2,093 +14%
DWM
1249
DKM Wealth Management
California
$489K -$4.39K -157 -0.9%
CA
1250
Centerpoint Advisors
Massachusetts
$489K +$10.1K +362 +2%