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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 %
RDFA
1701
Ritter Daniher Financial Advisory
Ohio
$27.3K
HC
1702
Hoese & Co
Minnesota
$27K
OWA
1703
Opal Wealth Advisors
New York
$26.7K +$26.7K +956 New
PPA
1704
Painted Porch Advisors
California
$26.4K +$7.24K +259 +38%
FDW
1705
Fourth Dimension Wealth
Ohio
$24.8K +$1.4K +50 +6%
NWM
1706
Nova Wealth Management
Florida
$24.3K -$12.5K -446 -34%
TCM
1707
Tradewinds Capital Management
Washington
$23.2K +$23.2K +828 +41,400%
PFM
1708
Phillips Financial Management
Indiana
$22.7K
CSB
1709
City State Bank
Iowa
$22.6K
FCT
1710
First Community Trust
Iowa
$22.5K
PP
1711
PrairieView Partners
Minnesota
$22K +$216 +8 +1%
RA
1712
Rise Advisors
New York
$21.2K +$21.2K +757 New
C
1713
Covestor
United Kingdom
$21K +$426 +15 +2%
JGIA
1714
Jackson Grant Investment Advisers
Connecticut
$20.9K +$196 +7 +0.9%
WOC
1715
West Oak Capital
California
$19.2K -$266 -950 -1%
WBC
1716
West Branch Capital
Massachusetts
$18.6K +$112 +4 +0.6%
SMA
1717
Sage Mountain Advisors
Georgia
$18.5K
CCC
1718
Chelsea Counsel Company
California
$18.2K
VCM
1719
Versant Capital Management
Arizona
$17.7K +$3.19K +114 +22%
HWA
1720
Heritage Wealth Advisors
Virginia
$17.6K
AIP
1721
Ameritas Investment Partners
Nebraska
$17.3K -$5.73K -205 -25%
SC
1722
Swan Capital
Florida
$17.2K +$140 +5 +0.8%
NECFA
1723
New England Capital Financial Advisors
Connecticut
$16.8K
FPF
1724
First Pacific Financial
Washington
$16.5K
WAG
1725
Windsor Advisory Group
Ohio
$15.9K