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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 %
Kayne Anderson Rudnick Investment Management
1601
Kayne Anderson Rudnick Investment Management
California
$197K -$20K -716 -9%
AWM
1602
Activest Wealth Management
Florida
$195K -$12.6K -450 -6%
HI
1603
Hendershot Investments
Virginia
$189K
JWA
1604
JFS Wealth Advisors
Pennsylvania
$187K +$57.2K +2,046 +44%
TIM
1605
Tortoise Investment Management
New York
$186K -$6.04K -216 -3%
WFA
1606
West Financial Advisors
Iowa
$186K
ABWM
1607
Alpine Bank Wealth Management
Colorado
$186K +$186K +6,636 New
TWC
1608
TD Waterhouse Canada
Ontario, Canada
$184K -$20.2K -724 -10%
RBC
1609
Roble Belko & Company
Pennsylvania
$170K +$1.17K +42 +0.7%
GP
1610
Greenline Partners
New York
$167K +$167K +3,109 New
DF
1611
DecisionPoint Financial
Arizona
$164K +$164K +5,858 New
HFS
1612
Hughes Financial Services
Virginia
$161K -$70K -2,510 -30%
HFS
1613
Hantz Financial Services
Michigan
$148K +$55.9K +2,000 +61%
TSMHT
1614
Thurston Springer Miller Herd & Titak
Indiana
$148K -$12.9K -463 -8%
CIR
1615
Clear Investment Research
Georgia
$142K -$3.02K -108 -2%
CWM
1616
Crowley Wealth Management
Delaware
$137K
SFG
1617
Stonebridge Financial Group
Pennsylvania
$134K +$1.76K +63 +1%
PWAM
1618
Private Wealth Asset Management
Iowa
$130K +$130K +4,650 New
WSFS
1619
Wilmington Savings Fund Society
Delaware
$129K -$416K -14,877 -76%
LFA
1620
LGT Financial Advisors
Texas
$121K -$44.2K -1,581 -27%
WPA
1621
West Paces Advisors
Georgia
$120K +$224 +8 +0.2%
GWM
1622
GSB Wealth Management
Connecticut
$120K +$120K +4,285 New
IHWM
1623
Iron Horse Wealth Management
Iowa
$116K +$98K +3,506 +539%
CVM
1624
Cheviot Value Management
California
$114K +$114K +4,412 New
RF
1625
Rossby Financial
Florida
$113K +$113K +4,395 New