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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 %
TVAMP
1426
Tennessee Valley Asset Management Partners
Tennessee
$329K +$65.5K +2,341 +25%
CP
1427
Creekside Partners
California
$328K +$54.5K +1,948 +20%
WP
1428
Westmount Partners
California
$327K -$5.45K -195 -2%
CCWA
1429
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$325K +$325K +11,618 New
KLCM
1430
KG&L Capital Management
Louisiana
$322K +$322K +11,511 New
SAG
1431
SageView Advisory Group
California
$321K +$49.4K +1,766 +18%
WDC
1432
Woodward Diversified Capital
California
$319K +$319K +11,412 New
MAM
1433
Milestone Asset Management
Pennsylvania
$319K -$1.59K -57 -0.5%
GAA
1434
Global Assets Advisory
Florida
$317K +$317K +12,310 New
AFAS
1435
Acorn Financial Advisory Services
Virginia
$313K +$6.29K +225 +2%
OL
1436
Owen LaRue
Kentucky
$313K -$16.6K -594 -5%
CI
1437
CPR Investments
Michigan
$311K +$311K +11,132 New
RP
1438
Rice Partnership
Hawaii
$311K -$30K -1,073 -9%
SNBOSCI
1439
Security National Bank of Sioux City Iowa
Iowa
$310K +$45.3K +1,620 +17%
FAIM
1440
Financial Advocates Investment Management
Washington
$309K -$109K -3,883 -26%
FWM
1441
Fonville Wealth Management
Virginia
$309K -$409 -15 -0.1%
PIP
1442
Peachtree Investment Partners
Florida
$308K +$201K +7,176 +186%
FA
1443
Financial Advisors
Massachusetts
$306K +$6.91K +247 +2%
CGA
1444
Crescent Grove Advisors
Illinois
$306K +$4.33K +155 +1%
FA
1445
Flagstar Advisors
New York
$306K +$1.9K +68 +0.6%
MW
1446
MBL Wealth
North Carolina
$303K -$5.59K -200 -2%
LGWM
1447
Litman Gregory Wealth Management
California
$303K +$1.85K +66 +0.6%
MIA
1448
MainStreet Investment Advisors
Illinois
$303K +$303K +10,825 New
NWM
1449
Northcape Wealth Management
New York
$302K
HA
1450
HFG Advisors
Ohio
$301K