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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 %
CWM
1626
Copia Wealth Management
Oregon
$113K +$113K +4,030 New
EWM
1627
Evermay Wealth Management
Virginia
$109K -$7.27K -260 -6%
CW
1628
Cooksen Wealth
Texas
$108K +$108K +1,342 New
MFC
1629
Mechanics Financial Corp
Ohio
$108K
PWMG
1630
Prestige Wealth Management Group
New Jersey
$104K
HWM
1631
HighMark Wealth Management
Minnesota
$104K +$99K +3,542 +1,874%
BA
1632
Bellwether Advisors
Nebraska
$104K
PCM
1633
Palouse Capital Management
Washington
$102K
UCB
1634
United Community Bank
South Carolina
$101K
BA
1635
Ballast Advisors
Minnesota
$99.6K
RI
1636
Ridgewood Investments
New Jersey
$99K -$71.3K -2,550 -42%
BL
1637
Balentine LLC
Georgia
$96.3K
SC
1638
Stephens Consulting
Michigan
$95.9K -$277K -9,893 -74%
AT
1639
Avalon Trust
New Mexico
$95.6K
RTL
1640
Red Tortoise LLC
Georgia
$91.6K +$336 +12 +0.4%
CW
1641
Curio Wealth
Maryland
$90.6K -$73.3M -3,236 -100%
MA
1642
MCF Advisors
Kentucky
$89.4K -$3.13K -112 -3%
MAS
1643
MPWM Advisory Solutions
Georgia
$85.8K -$3.36K -120 -4%
AT
1644
Arlington Trust
Alabama
$83.9K +$83.9K +3,000 New
HHGA
1645
Halbert Hargrove Global Advisors
California
$83.4K
AWM
1646
Abound Wealth Management
Tennessee
$83.3K -$46.1K -1,648 -36%
SIC
1647
SJS Investment Consulting
Ohio
$77.6K
SWIM
1648
Smallwood Wealth Investment Management
New Jersey
$75.2K +$75.2K +2,688 New
WF
1649
Wayfinding Financial
Washington
$73K +$73K +2,636 New
CFFP
1650
Center for Financial Planning
Michigan
$72.6K -$5.7K -204 -7%