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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 %
SIC
1476
Samalin Investment Counsel
New York
$282K +$2.43K +87 +0.9%
FM
1477
Foster & Motley
Ohio
$282K -$18.8K -672 -6%
CB
1478
Centennial Bank
Arkansas
$281K
BIS
1479
BG Investment Services
Guam
$281K +$41.6K +1,489 +17%
GWMR
1480
GC Wealth Management RIA
Massachusetts
$281K
WA
1481
Waterford Advisors
New York
$279K
SFP
1482
Strategic Financial Partners
Oregon
$279K +$2.49K +89 +0.9%
NA
1483
Nautilus Advisors
California
$278K -$336 -12 -0.1%
RBCM
1484
Raub Brock Capital Management
California
$277K +$2.46K +88 +0.9%
FFA
1485
Fi3 Financial Advisors
Indiana
$276K
PWM
1486
PTM Wealth Management
United States
$275K +$275K +11,323 New
RWRC
1487
R.W. Roge & Company
New York
$275K
FSWA
1488
Financial Synergies Wealth Advisors
Texas
$274K +$4.78K +171 +2%
WWM
1489
Wolff Wiese Magana
California
$274K +$1.59K +57 +0.6%
RCAG
1490
Rehmann Capital Advisory Group
Michigan
$273K +$10.1K +360 +4%
CFS
1491
Commonwealth Financial Services
West Virginia
$273K +$4.53K +162 +2%
CP
1492
Clarendon Private
Massachusetts
$270K +$1.87K +67 +0.7%
WA
1493
Wealth Architects
California
$270K +$270K +9,655 New
WIC
1494
Woodmont Investment Counsel
Tennessee
$270K -$78.1K -2,793 -22%
PCFFS
1495
Pacific Center for Financial Services
California
$270K +$2.38K +85 +0.9%
PWM
1496
Puff Wealth Management
New Jersey
$270K +$270K +9,641 New
GT
1497
Greenleaf Trust
Michigan
$270K -$84.7K -3,028 -24%
C1AG
1498
Client 1st Advisory Group
Florida
$269K +$269K +9,615 New
LMKC
1499
L.M. Kohn & Company
Ohio
$267K +$267K +9,566 New
AW
1500
Apricus Wealth
South Carolina
$267K +$2.29K +82 +0.9%