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Schwab US Dividend Equity ETF

2,042 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 231 funds opening new positions, 869 increasing their positions, 750 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 1,9322,042 (+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
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$111M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
226
Mesirow Financial Investment Management
Illinois
$14.8M
Sumitomo Mitsui Trust Group
227
Sumitomo Mitsui Trust Group
Japan
$14.8M
TFS
228
truNorth Financial Services
Pennsylvania
$14.7M
PCWA
229
Pacific Capital Wealth Advisors
California
$14.7M
MT
230
Midwest Trust
Kansas
$14.5M
RFS
231
Retirement Financial Solutions
Tennessee
$14.4M
CMP
232
Courage Miller Partners
Virginia
$14.4M
MA
233
Mutual Advisors
Nebraska
$14.3M
CIC
234
Carnegie Investment Counsel
Ohio
$14.2M
WLPWM
235
Walled Lake Planning & Wealth Management
Illinois
$14.2M
TPWA
236
TRUE Private Wealth Advisors
Oregon
$14.2M
SF
237
Schaeffer Financial
Maryland
$14.1M
CST
238
Charles Schwab Trust
Nevada
$14.1M
SWMG
239
Sard Wealth Management Group
Georgia
$14M
SFWC
240
Strategic Family Wealth Counselors
New Jersey
$14M
LWM
241
Lighthouse Wealth Management
Ohio
$14M
WIA
242
World Investment Advisors
California
$13.7M
GSEP
243
Golden State Equity Partners
California
$13.7M
CCG
244
Coastwise Capital Group
California
$13.7M
KWM
245
Kingsview Wealth Management
Oregon
$13.6M
FWA
246
Fidelis Wealth Advisors
Colorado
$13.5M
NLWP
247
Next Level Wealth Planning
Idaho
$13.4M
LFS
248
Legacy Financial Strategies
Kansas
$13.4M
ISFAN
249
Investor's Fiduciary Advisor Network
Washington
$13.4M
WCM
250
Winthrop Capital Management
Indiana
$13.3M