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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
CFG
301
Certior Financial Group
Pennsylvania
$10.4M
MF
302
Meridian Financial
Massachusetts
$10.4M
MA
303
MBA Advisors
Pennsylvania
$10.4M
JFG
304
Juno Financial Group
Virginia
$10.2M
SCP
305
Stevens Capital Partners
Nebraska
$10.2M
SPW
306
Surience Private Wealth
Washington
$10.2M
MSA
307
McAlister Sweet & Associates
Texas
$10.2M
HAS
308
HBW Advisory Services
California
$10.2M
FF
309
Friday Financial
Iowa
$10.2M
YWM
310
Yukon Wealth Management
Kansas
$10M
FFWA
311
FRG Family Wealth Advisors
Washington
$9.98M
JWWM
312
Johnson & White Wealth Management
Pennsylvania
$9.98M
MCA
313
MSH Capital Advisors
Arizona
$9.97M
JGCM
314
Joseph Group Capital Management
Ohio
$9.94M
MAG
315
Mayfair Advisory Group
Alabama
$9.91M
VCP
316
Verus Capital Partners
Arizona
$9.91M
AUB
317
Atlantic Union Bankshares
Virginia
$9.86M
CSP
318
Cary Street Partners
Virginia
$9.83M
PUI
319
Purpose Unlimited Inc
$9.83M
MWM
320
Moran Wealth Management
Florida
$9.65M
YIA
321
YHB Investment Advisors
Connecticut
$9.58M
KA
322
Kure Advisory
Minnesota
$9.57M
ACM
323
Appalachian Capital Management
Ohio
$9.56M
DW30
324
Drucker Wealth 3.0
New Jersey
$9.56M
PFPG
325
Pinnacle Financial Partners (Georgia)
Georgia
$9.49M