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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
SFA
276
Sequoia Financial Advisors
Ohio
$11.8M
BEAM
277
Baker Ellis Asset Management
Washington
$11.8M
AAA
278
American Alpha Advisors
New York
$11.7M
PTP
279
Platform Technology Partners
New York
$11.7M
SA
280
Skyline Advisors
Washington
$11.7M
MFG
281
Midwest Financial Group
Kansas
$11.7M
LFP
282
Lakeshore Financial Planning
Michigan
$11.6M
FF
283
Fairway Financial
Florida
$11.6M
RMF
284
Red Mountain Financial
Colorado
$11.5M
DFA
285
DHJJ Financial Advisors
Illinois
$11.5M
WAG
286
Winthrop Advisory Group
Massachusetts
$11.5M
AAMC
287
Asset Allocation & Management Company
Illinois
$11.2M
IIA
288
Integral Investment Advisors
California
$11.2M
BIA
289
Bell Investment Advisors
California
$11.1M
MHFA
290
Mission Hills Financial Advisory
California
$11.1M
PF
291
Prosperitas Financial
California
$11M
CFA
292
Cahill Financial Advisors
Minnesota
$11M
LWM
293
Latko Wealth Management
Illinois
$10.9M
DAS
294
DMKC Advisory Services
Iowa
$10.9M
KPWS
295
Kestra Private Wealth Services
Texas
$10.7M
OHWP
296
Oak Harbor Wealth Partners
North Carolina
$10.7M
CIA
297
Concurrent Investment Advisors
Florida
$10.7M
LIM
298
Leavell Investment Management
Alabama
$10.5M
KWA
299
Kellett Wealth Advisors
Ohio
$10.5M
AssetMark Inc
300
AssetMark Inc
California
$10.4M