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Institutional investors made significant adjustments to their holdings in various Schwab ETFs in early 2025.
In the first quarter of 2025, several institutional investors adjusted their holdings in various Schwab ETFs.
Roundview Capital reduced its stake in the Schwab US Dividend Equity ETF (SCHD) by 1.7%, while Advisors Preferred increased its holdings by 3.3%.
Blankinship & Foster cut its holdings in the Schwab U.S. Mid-Cap ETF (SCHM) by 8.4%.
IMA Advisory Services upped its position in the Schwab US Small-Cap ETF (SCHA) by 2.6%, and JPL Wealth Management acquired a new position in the Schwab US Large-Cap ETF (SCHX).
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A principios de 2025, los inversores institucionales realizaron ajustes significativos en sus participaciones en varios fondos Schwab ETF.