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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
DCM
351
Donaldson Capital Management
Indiana
$8.61M
IRC
352
Investors Research Corp
Georgia
$8.6M
BFP
353
Beacon Financial Planning
Massachusetts
$8.58M
SWA
354
Stratos Wealth Advisors
Ohio
$8.54M
IC
355
IEQ Capital
California
$8.5M
PPWM
356
Premier Private Wealth Management
Florida
$8.46M
CBU
357
CIBC Bancorp USA
Illinois
$8.44M
HCP
358
Holt Capital Partners
Texas
$8.44M
PAYA
359
Phil A. Younker & Associates
Alaska
$8.42M
IA
360
Integrity Alliance
Iowa
$8.42M
NB
361
NBT Bank
New York
$8.41M
NIWA
362
New Insight Wealth Advisors
California
$8.38M
MA
363
MONECO Advisors
Connecticut
$8.38M
HWM
364
HRC Wealth Management
Idaho
$8.36M
MTC
365
Matrix Trust Company
Colorado
$8.35M
CWMG
366
Compass Wealth Management (Georgia)
Georgia
$8.34M
DIP
367
DT Investment Partners
Pennsylvania
$8.33M
Betterment LLC
368
Betterment LLC
New York
$8.32M
DAS
369
Dynamic Advisor Solutions
Arizona
$8.31M
DCM
370
Davis Capital Management
Florida
$8.31M
HI
371
Horizon Investments
North Carolina
$8.29M
CS
372
Crescent Sterling
Louisiana
$8.28M
LFAS
373
Level Four Advisory Services
Texas
$8.22M
OPA
374
Old Port Advisors
Maine
$8.19M
HSA
375
HBK Sorce Advisory
Pennsylvania
$8.18M