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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
CAM
301
Cozad Asset Management
Illinois
$10.6M
LIM
302
Leavell Investment Management
Alabama
$10.5M
KWA
303
Kellett Wealth Advisors
Ohio
$10.5M
AssetMark Inc
304
AssetMark Inc
California
$10.4M
CFG
305
Certior Financial Group
Pennsylvania
$10.4M
MF
306
Meridian Financial
Massachusetts
$10.4M
MA
307
MBA Advisors
Pennsylvania
$10.4M
JFG
308
Juno Financial Group
Virginia
$10.2M
SCP
309
Stevens Capital Partners
Nebraska
$10.2M
SPW
310
Surience Private Wealth
Washington
$10.2M
MSA
311
McAlister Sweet & Associates
Texas
$10.2M
HAS
312
HBW Advisory Services
California
$10.2M
FF
313
Friday Financial
Iowa
$10.2M
YWM
314
Yukon Wealth Management
Kansas
$10M
FFWA
315
FRG Family Wealth Advisors
Washington
$9.98M
JWWM
316
Johnson & White Wealth Management
Pennsylvania
$9.98M
MCA
317
MSH Capital Advisors
Arizona
$9.97M
JGCM
318
Joseph Group Capital Management
Ohio
$9.94M
MAG
319
Mayfair Advisory Group
Alabama
$9.91M
VCP
320
Verus Capital Partners
Arizona
$9.91M
AUB
321
Atlantic Union Bankshares
Virginia
$9.86M
CSP
322
Cary Street Partners
Virginia
$9.83M
PUI
323
Purpose Unlimited Inc
$9.83M
MWM
324
Moran Wealth Management
Florida
$9.65M
YIA
325
YHB Investment Advisors
Connecticut
$9.58M