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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 %
SNB
1751
Security National Bank
Nebraska
$4.25K -$7.41K -265 -64%
PSFG
1752
Park Square Financial Group
Georgia
$4.25K
MLA
1753
MB, Levis & Associates
Pennsylvania
$4.17K +$699 +25 +20%
NMG
1754
New Millennium Group
Utah
$4.11K
IWP
1755
IAG Wealth Partners
Wisconsin
$4.03K
WPA
1756
Wealth Preservation Advisors
Tennessee
$3.94K +$3.94K +141 New
BIG
1757
Brooklyn Investment Group
New York
$3.78K +$3.78K +135 New
GPI
1758
General Partner Inc
Pennsylvania
$3.36K
KTC
1759
Kentucky Trust Company
Kentucky
$2.94K
PWMG
1760
Private Wealth Management Group
New Jersey
$2.37K
WAS
1761
Winch Advisory Services
Wisconsin
$2.29K +$28 +1 +1%
CWM
1762
Compass Wealth Management
Connecticut
$2.24K +$2.24K +80 New
FNWA
1763
Financial Network Wealth Advisors
Utah
$2.18K +$2.18K +78 New
FAM
1764
Flaharty Asset Management
Florida
$2.1K +$2.1K +75 New
EWA
1765
EQ Wealth Advisors
Texas
$1.98K +$1.98K +71 New
CJH
1766
Christopher J. Hasenberg
Wisconsin
$1.92K
RFA
1767
Reyes Financial Architecture
California
$1.8K
CPBTD
1768
Central Pacific Bank - Trust Division
Hawaii
$1.76K -$23.6K -843 -93%
WA
1769
Whipplewood Advisors
Colorado
$1.73K +$1.68K +1,751 +2,824%
BMC
1770
Bear Mountain Capital
Washington
$1.55K
PWM
1771
Proathlete Wealth Management
Florida
$1.17K +$1.17K +41 New
FF
1772
Finley Financial
Nevada
$1.17K
SHF
1773
Safe Harbor Fiduciary
Florida
$1.01K
KFP
1774
Keener Financial Planning
Texas
$1K -$600 -27 -38%
TFA
1775
Transamerica Financial Advisors
Florida
$1K