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Schwab US Dividend Equity ETF

2,043 hedge funds and large institutions have $24.9B invested in Schwab US Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 870 increasing their positions, 749 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 749

16% more funds holding in top 10

Funds holding in top 10: 211245 (+34)

13% more capital invested

Capital invested by funds: $22B → $24.9B (+$2.84B)

6% more funds holding

Funds holding: 1,9332,043 (+110)

1% less call options, than puts

Call options by funds: $109M | Put options by funds: $111M

1.01% less ownership

Funds ownership: 30.79%29.78% (-1%)

Holders
2,043
Holders Change
+110
Holders Change %
+5.69%
% of All Funds
25.17%
Holding in Top 10
245
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.11%
% of All Funds
3.02%
New
232
Increased
870
Reduced
749
Closed
80
Calls
$109M
Puts
$111M
Net Calls
-$1.5M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Rakuten Investment Management
Japan
$2.25B +$1.26B +41,592,034 +100%
SLI
2
Sumitomo Life Insurance
Japan
$1.39B +$437M +14,400,000 +46%
Bank of America
3
Bank of America
North Carolina
$947M -$488M -16,082,890 -34%
LPL Financial
4
LPL Financial
California
$947M -$39.2M -1,291,833 -4%
Morgan Stanley
5
Morgan Stanley
New York
$808M +$14.5M +477,956 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$742M -$316M -10,421,505 -30%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$531M +$33.4M +1,099,387 +7%
Raymond James Financial
8
Raymond James Financial
Florida
$527M +$50.4M +1,663,039 +11%
UBS Group
9
UBS Group
Switzerland
$449M +$14.9M +490,444 +3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$421M -$9.58M -315,647 -2%
WANY
11
Wealthspire Advisors (New York)
New York
$408M -$6.8M -224,275 -2%
Wealthfront Advisers
12
Wealthfront Advisers
California
$393M -$2.42M -79,615 -0.6%
CCWM
13
Cassaday & Co Wealth Management
Virginia
$294M +$9.85M +324,778 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$293M +$10.8M +355,573 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$290M -$17.1M -564,161 -6%
Wells Fargo
16
Wells Fargo
California
$285M -$27.4M -904,820 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$266M +$20M +660,876 +8%
Ameriprise
18
Ameriprise
Minnesota
$242M -$21.4M -704,032 -8%
Mariner
19
Mariner
Kansas
$233M +$21.4M +706,876 +10%
KFP
20
Keystone Financial Planning
Ohio
$208M +$22M +725,957 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$201M +$5.27M +173,869 +3%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$189M -$26.2M -864,992 -12%
APP
23
Avantax Planning Partners
Iowa
$169M -$140M -4,598,666 -46%
MML Investors Services
24
MML Investors Services
Massachusetts
$165M -$28.2M -929,651 -15%
HWA
25
HHM Wealth Advisors
Tennessee
$158M +$4.19M +138,225 +3%