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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 %
TVWM
1726
Tower View Wealth Management
Wisconsin
$15.2K +$15.2K +542 New
PCM
1727
Perritt Capital Management
Illinois
$14.8K +$112 +4 +0.8%
CAWM
1728
Capital A Wealth Management
Pennsylvania
$14.3K +$4.28K +153 +43%
TF
1729
Tompkins Financial
New York
$13.3K
HNW
1730
High Note Wealth
Minnesota
$12.6K
BFO
1731
Biltmore Family Office
North Carolina
$12.6K
MDA
1732
Minot DeBlois Advisors
Massachusetts
$12.5K
TC
1733
Truvestments Capital
Florida
$12.3K -$106K -3,790 -90%
HCM
1734
Hollencrest Capital Management
California
$11.9K
VWA
1735
VSM Wealth Advisory
Maryland
$11.7K +$84 +3 +0.7%
CIAS
1736
CBIZ Investment Advisory Services
Ohio
$11.6K +$11.6K +416 New
FMP
1737
Financial Management Professionals
Texas
$10.5K
MSWM
1738
Mowery & Schoenfeld Wealth Management
Illinois
$9.4K +$9.4K +336 New
LWA
1739
Lowe Wealth Advisors
Maryland
$9.12K +$2.82K +101 +45%
NWMP
1740
Noble Wealth Management PBC
Colorado
$8.39K
LB
1741
Legacy Bridge
Iowa
$8.39K
PWM
1742
Parkworth Wealth Management
California
$8.26K +$534 +19 +7%
SN
1743
Sittner & Nelson
Oregon
$7.55K
B
1744
Birchbrook
Maine
$6.85K +$56 +2 +0.8%
WPWM
1745
Western Pacific Wealth Management
Illinois
$5.94K +$28 +1 +0.5%
BHWM
1746
Beaird Harris Wealth Management
Texas
$5.43K +$28 +1 +0.5%
KA
1747
Kozak & Associates
Colorado
$5.04K -$4.76K -186 -49%
CNBTD
1748
Citizens National Bank Trust Department
Mississippi
$5.03K
GCM
1749
Gables Capital Management
Florida
$4.87K
RWA
1750
Redmont Wealth Advisors
Illinois
$4.28K +$4.28K +153 New