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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 %
TFA
1576
Toth Financial Advisory
Virginia
$214K -$34K -1,217 -14%
FFS
1577
Flavin Financial Services
Florida
$214K +$1.76K +63 +0.8%
SIS
1578
Sound Income Strategies
Florida
$214K +$67.5K +2,414 +46%
SFG
1579
Synergy Financial Group
California
$213K
GTAM
1580
Global Trust Asset Management
Florida
$213K +$149K +5,340 +234%
RSWA
1581
Robinson Smith Wealth Advisors
Maine
$213K +$4.64K +166 +2%
PHAM
1582
Palisades Hudson Asset Management
Florida
$212K
GWS
1583
Glassman Wealth Services
Virginia
$211K +$2.27K +81 +1%
UIA
1584
Ulland Investment Advisors
Minnesota
$211K +$210K +7,510 +20,861%
LCM
1585
Lazari Capital Management
California
$211K +$1.17K +42 +0.6%
GT
1586
Glenview Trust
Kentucky
$211K -$82.7K -2,957 -28%
PAM
1587
Peak Asset Management
Colorado
$210K
AWM
1588
Aberdeen Wealth Management
Illinois
$210K
MAM
1589
MMA Asset Management
Pennsylvania
$207K +$1.85K +66 +0.9%
MIA
1590
MeadowBrook Investment Advisors
Michigan
$207K
CG
1591
Clifford Group
Massachusetts
$206K -$21M -749,840 -99%
NG
1592
Norden Group
Utah
$205K +$205K +7,348 New
MWC
1593
MKD Wealth Coaches
Michigan
$203K +$203K +7,261 New
FA
1594
FF Advisors
California
$203K +$203K +7,913 New
PCH
1595
PGIM Custom Harvest
New Jersey
$202K -$52.3K -1,872 -21%
CIS
1596
Continental Investors Services
Washington
$202K +$202K +7,231 New
MF
1597
Manchester Financial
California
$202K +$202K +7,218 New
LTL
1598
Lowery Thomas LLC
California
$201K +$201K +7,197 New
HWA
1599
HCR Wealth Advisors
California
$201K +$201K +7,188 New
AIC
1600
Archer Investment Corporation
Indiana
$199K +$35.3K +1,261 +21%