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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 %
CA
1401
Claro Advisors
Massachusetts
$356K +$356K +12,718 New
CE
1402
Cornerstone Enterprises
Wisconsin
$355K -$3.27K -117 -0.9%
MAG
1403
Members Advisory Group
New York
$354K -$343K -12,273 -49%
SSW
1404
Stone Summit Wealth
Florida
$351K
PHIC
1405
Pine Haven Investment Counsel
Massachusetts
$348K +$22.9K +820 +7%
SIM
1406
Studio Investment Management
Illinois
$348K +$77.6K +2,777 +29%
OA
1407
Oxbow Advisors
Texas
$345K +$89.3K +3,195 +35%
WFA
1408
Wade Financial Advisory
California
$345K
UWPG
1409
Ullmann Wealth Partners Group
Florida
$344K
FWCM
1410
Ferguson Wellman Capital Management
Oregon
$343K +$224 +8 +0.1%
KA
1411
Klingman & Associates
New York
$342K +$79.5K +2,844 +30%
RZH
1412
Relyea Zuckerberg Hanson
Connecticut
$341K
GAM
1413
Grandview Asset Management
Pennsylvania
$340K -$13.1K -469 -4%
PWM
1414
Prosperity Wealth Management
California
$340K -$281K -10,048 -45%
Allspring Global Investments
1415
Allspring Global Investments
North Carolina
$339K +$262K +9,382 +343%
JCM
1416
J2 Capital Management
Michigan
$339K
SPWM
1417
Straight Path Wealth Management
Michigan
$338K
LAS
1418
Legacy Advisory Services
Pennsylvania
$337K +$337K +12,066 New
WWA
1419
Wisconsin Wealth Advisors
Wisconsin
$335K +$335K +11,996 New
WTC
1420
WhitTier Trust Company
Nevada
$335K -$12.2K -435 -4%
CWA
1421
Cura Wealth Advisors
Illinois
$334K +$21.4K +764 +7%
BRWM
1422
Blue Rock Wealth Management
North Carolina
$332K -$4M -142,914 -92%
SW
1423
SkyOak Wealth
Michigan
$331K +$2.74K +98 +0.8%
GC
1424
GFG Capital
Florida
$331K -$14.1K -503 -4%
PAM
1425
Pegasus Asset Management
New York
$330K -$1.37K -49 -0.4%