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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 %
RWM
1351
RKL Wealth Management
Pennsylvania
$395K +$28.9K +1,035 +8%
GCM
1352
Generation Capital Management
New York
$395K +$21.8K +781 +6%
SB
1353
Sunflower Bank
Texas
$394K +$12.6K +450 +3%
PCP
1354
Proficio Capital Partners
Massachusetts
$392K
RCA
1355
Resonant Capital Advisors
Wisconsin
$390K +$95.9K +3,431 +33%
BWP
1356
Bernardo Wealth Planning
Pennsylvania
$389K +$10.3K +367 +3%
BKA
1357
Brick & Kyle Associates
Pennsylvania
$388K +$969 +35 +0.3%
LSL
1358
Legacy Solutions LLC
Pennsylvania
$387K +$4.08K +146 +1%
ONB
1359
Old National Bancorp
Indiana
$386K +$386K +13,798 New
FFA
1360
First Foundation Advisors
California
$386K +$39.4K +1,410 +11%
PWPS
1361
Pinnacle Wealth Planning Services
Ohio
$385K +$38.2K +1,366 +11%
FGAM
1362
Financial Gravity Asset Management
Texas
$384K +$384K +13,738 New
Principal Financial Group
1363
Principal Financial Group
Iowa
$384K +$384K +13,723 New
TIP
1364
Tandem Investment Partners
New Jersey
$383K -$6.93K -248 -2%
HKIMG
1365
Hutchens & Kramer Investment Management Group
Indiana
$383K +$13K +465 +4%
EW
1366
Element Wealth
Mississippi
$381K +$1.96K +70 +0.5%
GWANC
1367
Guardian Wealth Advisors (North Carolina)
North Carolina
$380K +$1.68K +60 +0.4%
NP
1368
NorthRock Partners
Minnesota
$379K +$26.8K +959 +8%
DSCM
1369
Del-Sette Capital Management
New York
$379K -$10.1K -362 -3%
RFA
1370
Resurgent Financial Advisors
Georgia
$379K +$30.4K +1,088 +9%
DWP
1371
Daymark Wealth Partners
Ohio
$378K +$363 +13 +0.1%
JC
1372
JB Capital
Connecticut
$375K +$53.6K +1,916 +17%
UFA
1373
Uptown Financial Advisors
Texas
$373K
AO
1374
Advisor OS
Illinois
$373K +$28.2K +1,007 +8%
MG
1375
Mather Group
Illinois
$372K +$32K +1,144 +9%