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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 %
ALWM
1251
Andrews Lucia Wealth Management
California
$488K +$327K +11,957 +203%
SMG
1252
Smart Money Group
Texas
$486K -$4.89M -174,848 -91%
FAI
1253
Fiduciary Advisors Inc
Missouri
$483K +$4.31K +154 +0.9%
GSWM
1254
Golden State Wealth Management
California
$483K +$44.3K +1,586 +10%
RFC
1255
Regions Financial Corp
Alabama
$482K +$9.26K +331 +2%
LCM
1256
Leisure Capital Management
California
$481K +$8.25K +295 +2%
FCP
1257
Fidelis Capital Partners
Florida
$480K +$480K +18,707 New
VHAM
1258
Van Hulzen Asset Management
California
$480K +$224 +8 +0%
MWA
1259
Meridian Wealth Advisors
Texas
$480K
CFS
1260
Cannon Financial Strategists
Georgia
$479K
IPWA
1261
International Private Wealth Advisors
California
$478K -$37.6K -1,344 -7%
OWM
1262
OneAscent Wealth Management
Alabama
$478K -$72.6K -2,596 -13%
ESB
1263
Essex Savings Bank
Connecticut
$477K +$4.75K +170 +1%
GHA
1264
GW Henssler & Associates
Georgia
$477K +$235K +8,409 +97%
RWM
1265
Riverbend Wealth Management
South Carolina
$477K +$40.7K +1,457 +9%
TA
1266
TFB Advisors
Kansas
$475K +$14K +502 +3%
AIM
1267
Aspen Investment Management
Michigan
$475K +$59.7K +2,132 +14%
PCS
1268
Private Client Services
Kentucky
$472K +$1.01K +36 +0.2%
DWG
1269
Darden Wealth Group
Michigan
$472K -$39.4K -1,410 -8%
NHC
1270
Nicholas Hoffman & Company
Georgia
$471K -$210K -7,493 -31%
RWP
1271
Ridgeline Wealth Planning
Ohio
$470K -$19.5K -697 -4%
DIA
1272
Dana Investment Advisors
Wisconsin
$469K +$203K +7,246 +76%
FSA
1273
Fort Sheridan Advisors
Illinois
$468K +$29.7K +1,061 +7%
TDC
1274
Thompson Davis & Co
Virginia
$468K +$2.29K +82 +0.5%
SWMG
1275
Stillwater Wealth Management Group
Florida
$468K +$151K +5,408 +48%