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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 %
ONSWM
1376
Old North State Wealth Management
North Carolina
$371K -$1.15K -41 -0.3%
HT
1377
Heritage Trust
Oklahoma
$370K
AFA
1378
AA Financial Advisors
Ohio
$370K -$104K -3,734 -22%
ME
1379
McIlrath & Eck
Washington
$370K +$3.24K +116 +0.9%
CAG
1380
Compass Advisory Group
New York
$369K -$4.31K -154 -1%
ODG
1381
O'Dell Group
Ohio
$368K +$587 +21 +0.2%
CI
1382
CX Institutional
Indiana
$367K +$367K +13,143 New
CAG
1383
Centerpoint Advisory Group
Kansas
$367K
CC
1384
Citrine Capital
California
$366K
PWM
1385
Partners Wealth Management
California
$365K
HWM
1386
Heirloom Wealth Management
Colorado
$365K +$447 +16 +0.1%
HIA
1387
Harbor Investment Advisory
Maryland
$365K +$76.2K +2,727 +26%
NC
1388
NovaPoint Capital
Georgia
$364K
MCWA
1389
Meadow Creek Wealth Advisors
Georgia
$362K +$82.4K +2,947 +29%
SNBOSD
1390
Security National Bank of So Dak
Iowa
$362K -$1.87K -67 -0.5%
SWM
1391
Shakespeare Wealth Management
Wisconsin
$361K -$10.4K -373 -3%
CFG
1392
Copley Financial Group
California
$361K -$21.3K -761 -6%
YP
1393
YANKCOM Partnership
South Dakota
$361K
GWP
1394
Gateway Wealth Partners
Wisconsin
$360K +$11.2K +400 +3%
SC
1395
Sepio Capital
Utah
$359K +$34.1K +1,219 +10%
CCFCSB
1396
Cape Cod Five Cents Savings Bank
Massachusetts
$358K
FWM
1397
Finer Wealth Management
Massachusetts
$358K +$4.11K +147 +1%
PWMG
1398
Pinnacle Wealth Management Group
Michigan
$358K +$103K +3,700 +41%
RWM
1399
Rockwood Wealth Management
Pennsylvania
$357K +$91.5K +3,273 +34%
GF
1400
GGM Financials
Ohio
$356K -$131K -4,670 -27%