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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 %
CB
1651
CNB Bank
Pennsylvania
$71.3K -$104K -3,712 -59%
RAM
1652
Riggs Asset Management
Pennsylvania
$68.9K +$615 +22 +0.9%
GEA
1653
Glen Eagle Advisors
New Jersey
$68.5K -$4.75K -170 -6%
LC
1654
Lindbrook Capital
California
$67.1K
RWM
1655
Rialto Wealth Management
New York
$65.4K
GWSA
1656
Global Wealth Strategies & Associates
Colorado
$62.4K
NC
1657
North Capital
Utah
$62.3K +$62.3K +2,227 New
TIM
1658
Thompson Investment Management
Wisconsin
$60.6K
OAJ
1659
Ogorek Anthony Joseph
New York
$60K -$29.3K -1,059 -33%
OFG
1660
Oxford Financial Group
Indiana
$59.7K
HCP
1661
Hexagon Capital Partners
Arkansas
$59.3K +$1.65K +59 +3%
PW
1662
Pandora Wealth
Illinois
$58.7K +$58.7K +2,100 New
KGP
1663
Keystone Global Partners
Colorado
$55.7K +$55.7K +1,992 New
RF
1664
Roxbury Financial
New Jersey
$55.2K +$514 +18 +0.9%
VDBMI
1665
Van Den Berg Management I
Texas
$53.8K +$2.68K +96 +5%
AFS
1666
Anderson Financial Strategies
Ohio
$52.4K
AA
1667
Addison Advisors
Vermont
$52.1K
CSPIA
1668
Cary Street Partners Investment Advisory
Virginia
$51.8K
FFL
1669
Financial Freedom LLC
Ohio
$51.3K -$89.8K -3,211 -64%
FCMT
1670
Founders Capital Management (Texas)
Texas
$50.3K
DEM
1671
Disciplined Equity Management
Florida
$49.7K -$76.1K -2,720 -60%
WT
1672
Washington Trust
Rhode Island
$48.9K -$2.38K -85 -5%
ITIM
1673
Indiana Trust & Investment Management
Indiana
$48.8K
PA
1674
PSI Advisors
Florida
$48.5K +$56 +2 +0.1%
QC
1675
Quent Capital
New York
$48.5K -$24K -857 -33%