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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 %
Barclays
1676
Barclays
United Kingdom
$48K -$28.2K -1,000 -37%
CFS
1677
Compass Financial Services
Iowa
$47.7K +$419 +15 +0.9%
BC
1678
Barrett & Company
Rhode Island
$47.5K +$9.54K +341 +25%
NFSG
1679
Newbridge Financial Services Group
Florida
$42.3K -$280K -10,022 -87%
DF
1680
Dunhill Financial
United Kingdom
$42K +$20.3K +725 +93%
KHC
1681
Koesten Hirschmann & Crabtree
Kansas
$41.9K
OA
1682
Operose Advisors
Wisconsin
$41.8K
WIM
1683
Westside Investment Management
California
$41.1K +$40K +1,430 +3,667%
KSB
1684
Kennebec Savings Bank
Maine
$41K +$4.92K +176 +14%
HDIM
1685
Hanson & Doremus Investment Management
Vermont
$41K -$12.5K -448 -23%
MIM
1686
MTM Investment Management
South Carolina
$39.6K +$39.6K +1,422 New
OIA
1687
Optimum Investment Advisors
Illinois
$38.6K +$14.1K +505 +58%
AW
1688
Avion Wealth
Texas
$36K
MEG
1689
Millstone Evans Group
Colorado
$35.7K
SRCM
1690
Signature Resources Capital Management
California
$34.8K
DRP
1691
Decker Retirement Planning
Utah
$34.1K -$55.8K -1,996 -62%
BI
1692
Binnacle Investments
Iowa
$34.1K +$34.1K +1,218 New
FFA
1693
Frazier Financial Advisors
Ohio
$33.3K -$6.93K -248 -17%
MBFW
1694
Morton Brown Family Wealth
Pennsylvania
$32.4K +$168 +6 +0.5%
TWD
1695
True Wealth Design
Ohio
$30.4K -$13.9K -496 -31%
IA
1696
IFS Advisors
Kansas
$30.1K
FDCDDQ
1697
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6K +$5.51K +197 +23%
FFO
1698
Fortitude Family Office
Arizona
$29.4K -$54.1K -1,935 -65%
MFT
1699
Moisand Fitzgerald Tamayo
Florida
$29.1K
MG
1700
MilWealth Group
Wisconsin
$27.7K -$60.9K -2,178 -69%