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Schwab US Dividend Equity ETF

2,016 hedge funds and large institutions have $24.7B invested in Schwab US Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 858 increasing their positions, 739 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 1,9232,016 (+93)

1% less call options, than puts

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

1.18% less ownership

Funds ownership: 30.77%29.59% (-1.2%)

Holders
2,016
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
240
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
MT
226
Midwest Trust
Kansas
$14.5M
RFS
227
Retirement Financial Solutions
Tennessee
$14.4M
CMP
228
Courage Miller Partners
Virginia
$14.4M
MA
229
Mutual Advisors
Nebraska
$14.3M
CIC
230
Carnegie Investment Counsel
Ohio
$14.2M
WLPWM
231
Walled Lake Planning & Wealth Management
Illinois
$14.2M
TPWA
232
TRUE Private Wealth Advisors
Oregon
$14.2M
SF
233
Schaeffer Financial
Maryland
$14.1M
CST
234
Charles Schwab Trust
Nevada
$14.1M
SWMG
235
Sard Wealth Management Group
Georgia
$14M
SFWC
236
Strategic Family Wealth Counselors
New Jersey
$14M
LWM
237
Lighthouse Wealth Management
Ohio
$14M
WIA
238
World Investment Advisors
California
$13.7M
GSEP
239
Golden State Equity Partners
California
$13.7M
NA
240
NewEdge Advisors
Louisiana
$13.7M
CCG
241
Coastwise Capital Group
California
$13.7M
KWM
242
Kingsview Wealth Management
Oregon
$13.6M
FWA
243
Fidelis Wealth Advisors
Colorado
$13.5M
NLWP
244
Next Level Wealth Planning
Idaho
$13.4M
LFS
245
Legacy Financial Strategies
Kansas
$13.4M
ISFAN
246
Investor's Fiduciary Advisor Network
Washington
$13.4M
WCM
247
Winthrop Capital Management
Indiana
$13.3M
SFG
248
Sunburst Financial Group
Alabama
$13.3M
CA
249
Clearstead Advisors
Ohio
$13.3M
AWC
250
Adamsbrown Wealth Consultants
Kansas
$13.2M