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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 %
PMSA
1301
Patrick M. Sweeney & Associates
Illinois
$440K +$18K +645 +4%
CMS
1302
Capital Market Strategies
Florida
$440K -$1.05M -37,471 -70%
FFC
1303
Frederick Financial Consultants
Maryland
$438K -$18.5K -662 -4%
TA
1304
TFG Advisers
Michigan
$435K +$60.4K +2,160 +16%
TSWM
1305
Triangle Securities Wealth Management
North Carolina
$434K +$3.5K +125 +0.8%
SWM
1306
Stockman Wealth Management
Montana
$432K -$70.7K -2,527 -14%
SAM
1307
Seelaus Asset Management
New Jersey
$431K -$85.1K -3,042 -16%
GGI
1308
GPM Growth Investors
Michigan
$430K -$2.39M -85,373 -85%
IWM
1309
Iams Wealth Management
Nebraska
$429K -$460K -16,439 -52%
HCM
1310
Howland Capital Management
Massachusetts
$429K -$8.08K -289 -2%
DSC
1311
Duncker Streett & Co
Missouri
$428K +$84 +3 +0%
AIMC
1312
Alley Investment Management Company
Illinois
$427K +$2.38K +85 +0.6%
SA
1313
Strategic Advisors
New York
$426K +$18.8K +672 +5%
LEFP
1314
Leading Edge Financial Planning
Tennessee
$424K
MHR
1315
Matthew Hamilton Rosenberg
$423K +$8.75K +313 +2%
TF
1316
Tenon Financial
New Jersey
$423K +$140 +5 +0%
SFG
1317
Sovereign Financial Group
Connecticut
$420K +$26.3K +940 +7%
FFO
1318
Fiduciary Family Office
Florida
$419K +$419K +15,000 New
WJWM
1319
Williams Jones Wealth Management
New York
$419K +$148K +5,303 +55%
NWMG
1320
National Wealth Management Group
Ohio
$419K +$96.4K +3,449 +30%
EP
1321
Edgestream Partners
New Jersey
$418K +$418K +14,953 New
FA
1322
Fountainhead AM
New Jersey
$418K +$3.58K +128 +0.9%
CWA
1323
CM Wealth Advisors
Ohio
$416K
KWS
1324
Keystone Wealth Services
California
$415K +$3.72K +133 +0.9%
AAG
1325
Armstrong Advisory Group
Massachusetts
$415K