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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
JWS
276
Juncture Wealth Strategies
Arizona
$11.9M
CNWM
277
Clay Northam Wealth Management
California
$11.8M
FA
278
Fiduciary Alliance
South Carolina
$11.8M
SFA
279
Sequoia Financial Advisors
Ohio
$11.8M
BEAM
280
Baker Ellis Asset Management
Washington
$11.8M
AAA
281
American Alpha Advisors
New York
$11.7M
PTP
282
Platform Technology Partners
New York
$11.7M
SA
283
Skyline Advisors
Washington
$11.7M
MFG
284
Midwest Financial Group
Kansas
$11.7M
LFP
285
Lakeshore Financial Planning
Michigan
$11.6M
FF
286
Fairway Financial
Florida
$11.6M
RMF
287
Red Mountain Financial
Colorado
$11.5M
DFA
288
DHJJ Financial Advisors
Illinois
$11.5M
WAG
289
Winthrop Advisory Group
Massachusetts
$11.5M
AAMC
290
Asset Allocation & Management Company
Illinois
$11.2M
IIA
291
Integral Investment Advisors
California
$11.2M
BIA
292
Bell Investment Advisors
California
$11.1M
MHFA
293
Mission Hills Financial Advisory
California
$11.1M
PF
294
Prosperitas Financial
California
$11M
CFA
295
Cahill Financial Advisors
Minnesota
$11M
LWM
296
Latko Wealth Management
Illinois
$10.9M
DAS
297
DMKC Advisory Services
Iowa
$10.9M
KPWS
298
Kestra Private Wealth Services
Texas
$10.7M
OHWP
299
Oak Harbor Wealth Partners
North Carolina
$10.7M
CIA
300
Concurrent Investment Advisors
Florida
$10.7M