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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 %
CAL
1451
Capital Advisors Ltd
Ohio
$300K
AFA
1452
Alpha Financial Advisors
North Carolina
$299K +$2.66K +95 +0.9%
TWM
1453
Tanglewood Wealth Management
Texas
$299K
SWM
1454
SK Wealth Management
Rhode Island
$298K -$100K -4,007 -25%
UF
1455
Univest Financial
Pennsylvania
$298K +$5.62K +201 +2%
EFMC
1456
Empire Financial Management Company
New York
$297K +$35.5K +1,269 +14%
AWAU
1457
Alliance Wealth Advisors (Utah)
Utah
$297K +$297K +10,620 New
JBA
1458
Johnson Bixby & Associates
Washington
$296K -$59.7K -2,135 -17%
BP
1459
Ballentine Partners
Massachusetts
$295K
CSC
1460
Caldwell Sutter Capital
California
$295K +$33.2K +1,186 +13%
MFC
1461
Morris Financial Concepts
South Carolina
$295K
MSCM
1462
McElhenny Sheffield Capital Management
Texas
$294K -$8.39K -300 -3%
DAM
1463
Delta Asset Management
Tennessee
$294K
AWM
1464
Angeles Wealth Management
California
$294K
RWA
1465
River Wealth Advisors
Pennsylvania
$293K -$21.3K -761 -7%
AIM
1466
Acropolis Investment Management
Missouri
$292K
TC
1467
Tenret Company
Florida
$291K
FFG
1468
Frisch Financial Group
New York
$291K +$7.47K +267 +3%
CC
1469
Callan Capital
California
$290K +$13.6K +488 +5%
JHCP
1470
Jackson Hole Capital Partners
Oklahoma
$290K
ERIC
1471
Eagle Rock Investment Company
Georgia
$288K -$1.45K -52 -0.5%
HAC
1472
Harbor Advisory Corp
New Hampshire
$286K
CBT
1473
Crews Bank & Trust
Florida
$286K
FWP
1474
Firethorn Wealth Partners
Georgia
$285K +$84 +3 +0%
SAM
1475
Strategy Asset Managers
California
$283K +$503 +18 +0.2%