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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
CAG
351
Curtis Advisory Group
California
$8.76M
VNA
352
Valley National Advisers
Pennsylvania
$8.66M
LSIA
353
LaSalle St. Investment Advisors
Illinois
$8.65M
NSIM
354
North Star Investment Management
Illinois
$8.65M
USCWA
355
U.S. Capital Wealth Advisors
Texas
$8.61M
DCM
356
Donaldson Capital Management
Indiana
$8.61M
IRC
357
Investors Research Corp
Georgia
$8.6M
BFP
358
Beacon Financial Planning
Massachusetts
$8.58M
SWA
359
Stratos Wealth Advisors
Ohio
$8.54M
IC
360
IEQ Capital
California
$8.5M
PPWM
361
Premier Private Wealth Management
Florida
$8.46M
CBU
362
CIBC Bancorp USA
Illinois
$8.44M
HCP
363
Holt Capital Partners
Texas
$8.44M
PAYA
364
Phil A. Younker & Associates
Alaska
$8.42M
IA
365
Integrity Alliance
Iowa
$8.42M
NB
366
NBT Bank
New York
$8.41M
NIWA
367
New Insight Wealth Advisors
California
$8.38M
MA
368
MONECO Advisors
Connecticut
$8.38M
HWM
369
HRC Wealth Management
Idaho
$8.36M
MTC
370
Matrix Trust Company
Colorado
$8.35M
CWMG
371
Compass Wealth Management (Georgia)
Georgia
$8.34M
DIP
372
DT Investment Partners
Pennsylvania
$8.33M
Betterment LLC
373
Betterment LLC
New York
$8.32M
DAS
374
Dynamic Advisor Solutions
Arizona
$8.31M
DCM
375
Davis Capital Management
Florida
$8.31M