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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
SAM
251
Smithbridge Asset Management
Pennsylvania
$13.1M
IFG
252
Independent Financial Group
California
$13.1M
BGAI
253
Bruce G. Allen Investments
Colorado
$13M
PSCM
254
Per Stirling Capital Management
Texas
$13M
RCM
255
Richardson Capital Management
Wisconsin
$12.9M
DWM
256
Dakota Wealth Management
Florida
$12.9M
GCG
257
Gilbert Capital Group
Maine
$12.9M
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$12.9M
AWM
259
Avior Wealth Management
Nebraska
$12.8M
NFG
260
Nations Financial Group
Iowa
$12.7M
FC
261
Financial Consulate
Maryland
$12.7M
AWA
262
Acorn Wealth Advisors
Michigan
$12.6M
BWA
263
BlueChip Wealth Advisors
Georgia
$12.5M
SEIA
264
Signature Estate & Investment Advisors
California
$12.5M
XF
265
XML Financial
Maryland
$12.4M
MS
266
Monetary Solutions
Ohio
$12.4M
PA
267
Parallel Advisors
California
$12.3M
KWA
268
Kingswood Wealth Advisors
California
$12.3M
Citigroup
269
Citigroup
New York
$12.2M
SOS
270
Silver Oak Securities
Tennessee
$12.2M
KFGG
271
Keystone Financial Group (Georgia)
Georgia
$12M
CWA
272
Canvas Wealth Advisors
Kansas
$11.9M
JWS
273
Juncture Wealth Strategies
Arizona
$11.9M
CNWM
274
Clay Northam Wealth Management
California
$11.8M
FA
275
Fiduciary Alliance
South Carolina
$11.8M