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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 132 funds opening new positions, 891 increasing their positions, 584 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+2
Holders Change %
+0.11%
% 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
132
Increased
891
Reduced
584
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
1801
Vicus Capital
Pennsylvania
-$1.2M -43,752 Closed
MM
1802
Meridian Management
Arkansas
-$990K -36,235 Closed
EGM
1803
Engineers Gate Manager
New York
-$927K -33,949 Closed
RFW
1804
Rainier Family Wealth
Washington
-$773K -28,306 Closed
AT
1805
American Trust
Kentucky
-$746K -27,294 Closed
QFA
1806
Quantum Financial Advisors
California
-$696K -25,482 Closed
AIM
1807
Advyzon Investment Management
Illinois
-$688K -25,186 Closed
HIM
1808
Harbour Investment Management
Washington
-$572K -20,955 Closed
Millennium Management
1809
Millennium Management
New York
-$568K -20,807 Closed
CFSG
1810
Community Financial Services Group
Vermont
-$533K -19,506 Closed
WP
1811
WMS Partners
Maryland
-$532K -19,459 Closed
KTM
1812
Keeler Thomas Management
Utah
-$512K -18,738 Closed
CC
1813
Commons Capital
Massachusetts
-$506K -18,528 Closed
GWA
1814
GGM Wealth Advisors
Maryland
-$503K -18,426 Closed
RW
1815
Rockport Wealth
Ohio
-$1.4M -17,125 Closed
PWC
1816
PYA Waltman Capital
Tennessee
-$437K -16,000 Closed
CAM
1817
Concorde Asset Management
Michigan
-$434K -15,875 Closed
Tudor Investment Corp
1818
Tudor Investment Corp
Connecticut
-$411K -15,061 Closed
AG
1819
Ascent Group
Virginia
-$402K -14,726 Closed
BWM
1820
BankPlus Wealth Management
Mississippi
-$399K -14,621 Closed
VR
1821
Valued Retirements
Texas
-$391K -14,319 Closed
MAS
1822
Meeder Advisory Services
Ohio
-$387K -14,172 Closed
HWP
1823
Heritage Wealth Partners
Ohio
-$357K -13,075 Closed
PPH
1824
Pure Portfolios Holdings
Oregon
-$354K -12,942 Closed
SLT
1825
St Louis Trust
Missouri
-$341K -12,465 Closed