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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 %
AWA
1551
Aletheian Wealth Advisors
Washington
$231K +$231K +8,250 New
MPWT
1552
MassMutual Private Wealth & Trust
Connecticut
$228K -$64.9K -2,320 -22%
UB
1553
UMB Bank
Missouri
$226K
BCP
1554
Blue Chip Partners
Michigan
$226K -$1.85K -66 -0.8%
CMP
1555
Coston McIsaac & Partners
Maine
$225K -$25.6K -920 -10%
HG
1556
Harbor Group
New Hampshire
$224K
ECM
1557
Eisler Capital Management
United Kingdom
$223K +$223K +7,992 New
WG
1558
Welch Group
Alabama
$223K +$8.41K +305 +4%
BCP
1559
Berkeley Capital Partners
Georgia
$222K +$222K +7,943 New
HFS
1560
Heritage Financial Services
Massachusetts
$222K
BLC
1561
Brown, Lisle/Cummings
Rhode Island
$222K
EWA
1562
Etesian Wealth Advisors
Oregon
$221K +$8.25K +295 +4%
PFM
1563
Peak Financial Management
Massachusetts
$221K
1IA
1564
1620 Investment Advisors
Massachusetts
$220K +$56 +2 +0%
GF
1565
Gimbal Financial
Indiana
$220K
QPWM
1566
Quadrant Private Wealth Management
Pennsylvania
$220K +$4.42K +158 +2%
MCA
1567
Midwest Capital Advisors
Michigan
$220K
BWFA
1568
Baltimore-Washington Financial Advisors
Maryland
$219K -$124K -4,426 -36%
CSIC
1569
Clifford Swan Investment Counsel
California
$219K +$219K +7,823 New
CP
1570
Canopy Partners
Ohio
$218K +$218K +7,814 New
BB
1571
Busey Bank
Illinois
$217K -$14K -499 -6%
AC
1572
Apella Capital
Connecticut
$217K +$217K +8,389 New
NCM
1573
Noesis Capital Mangement
Florida
$216K +$216K +7,726 New
WAM
1574
Worth Asset Management
Texas
$215K -$270K -9,666 -56%
WWM
1575
Wagner Wealth Management
South Carolina
$214K +$1.93K +69 +0.9%