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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 %
OC
1501
Oakworth Capital
Alabama
$265K
OWA
1502
Outlook Wealth Advisors
Texas
$264K +$42.9K +1,536 +19%
BWP
1503
BSW Wealth Partners
Colorado
$263K +$263K +9,423 New
BWS
1504
Buck Wealth Strategies
Colorado
$263K +$263K +9,405 New
MSG
1505
Main Street Group
Virginia
$263K +$1.4K +50 +0.5%
MIM
1506
Marco Investment Management
Georgia
$262K
LWM
1507
Lodestone Wealth Management
Washington
$262K +$39.7K +1,419 +18%
KFGK
1508
Keystone Financial Group (Kentucky)
Kentucky
$260K +$3.41K +122 +1%
TCOV
1509
Trust Company of Vermont
Vermont
$260K +$2.96K +106 +1%
DLCIG
1510
D.L. Carlson Investment Group
New Hampshire
$260K -$77.5K -2,770 -23%
AWM
1511
Accel Wealth Management
Iowa
$259K +$54.1K +1,936 +26%
AAS
1512
Annex Advisory Services
Wisconsin
$259K -$63.2K -2,260 -20%
HAM
1513
Harmony Asset Management
Arizona
$258K -$24.9K -891 -9%
AP
1514
Adero Partners
California
$257K
MCM
1515
Mainstream Capital Management
California
$257K -$13.8K -494 -5%
QWM
1516
Quadcap Wealth Management
Texas
$257K +$1.09K +39 +0.4%
AW
1517
Alteri Wealth
California
$255K -$9.81K -351 -4%
WAS
1518
WESPAC Advisors SoCal
California
$254K
SFS
1519
Solitude Financial Services
Virginia
$252K -$2.1K -75 -0.8%
FC
1520
Forte Capital
New York
$252K +$643 +23 +0.3%
ACM
1521
Avos Capital Management
Washington
$252K
PWM
1522
Provident Wealth Management
Tennessee
$249K
First Trust Advisors
1523
First Trust Advisors
Illinois
$249K -$552K -19,752 -69%
SWA
1524
Serenus Wealth Advisors
California
$248K
JTWM
1525
Jackson Thornton Wealth Management
Alabama
$248K +$248K +9,738 New