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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
KA
326
Kure Advisory
Minnesota
$9.57M
ACM
327
Appalachian Capital Management
Ohio
$9.56M
DW30
328
Drucker Wealth 3.0
New Jersey
$9.56M
PFPG
329
Pinnacle Financial Partners (Georgia)
Georgia
$9.49M
BFWA
330
Benchmark Financial Wealth Advisors
Florida
$9.48M
PVAMC
331
PPS&V Asset Management Consultants
Michigan
$9.48M
CFG
332
Citizens Financial Group
Rhode Island
$9.47M
PF
333
Penney Financial
Texas
$9.46M
DE
334
Diversified Enterprises
Delaware
$9.36M
AWM
335
AE Wealth Management
Kansas
$9.36M
MS
336
Madden Securities
Texas
$9.33M
AFG
337
Atomi Financial Group
New York
$9.28M
CPWL
338
Coquina Private Wealth LLC
Florida
$9.26M
SCFS
339
Stewardship Concepts Financial Services
Washington
$9.24M
LSWP
340
Liberty Square Wealth Partners
Pennsylvania
$9.11M
LW
341
Livet Wealth
Utah
$9.11M
OWM
342
Orgel Wealth Management
Wisconsin
$9.09M
SFMG
343
Sage Financial Management Group
Virginia
$9.08M
KC
344
Karras Company
Utah
$9.07M
FWA
345
Flagship Wealth Advisors
Massachusetts
$9.04M
AC
346
Avant Capital
Louisiana
$9.02M
RF
347
Robbins Farley
New Hampshire
$8.99M
NL
348
Navalign LLC
California
$8.91M
PAI
349
Pittenger & Anderson Inc
Nebraska
$8.87M
BAM
350
Belpointe Asset Management
Nevada
$8.85M