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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
HI
376
Horizon Investments
North Carolina
$8.29M
CS
377
Crescent Sterling
Louisiana
$8.28M
LFAS
378
Level Four Advisory Services
Texas
$8.22M
OPA
379
Old Port Advisors
Maine
$8.19M
HSA
380
HBK Sorce Advisory
Pennsylvania
$8.18M
BEI
381
Benjamin Edwards Inc
Missouri
$8.16M
GFP
382
Guardian Financial Partners
California
$8.07M
NCM
383
NCM Capital Management
New Jersey
$8.05M
SCM
384
SCS Capital Management
Massachusetts
$7.96M
NFG
385
Northeast Financial Group
Pennsylvania
$7.95M
PF
386
PlanVest Financial
Maryland
$7.95M
MFF
387
Michels Family Financial
Texas
$7.94M
QCM
388
Quantinno Capital Management
New York
$7.94M
NEPWA
389
New England Private Wealth Advisors
Massachusetts
$7.93M
TF
390
Tudor Financial
Ohio
$7.92M
SFG
391
SevenBridge Financial Group
Pennsylvania
$7.9M
WF
392
Womack Financial
Texas
$7.85M
PGFC
393
Peapack-Gladstone Financial Corp
New Jersey
$7.8M
RSWM
394
Robertson Stephens Wealth Management
California
$7.77M
IAS
395
Investment Advisory Services
Texas
$7.76M
IF
396
Intrua Financial
Texas
$7.74M
NL
397
NWAM LLC
Washington
$7.72M
YLHM
398
Yelin Lapidot Holdings Management
Israel
$7.72M
BIA
399
Barry Investment Advisors
Massachusetts
$7.71M
UBS AM
400
UBS AM
Illinois
$7.69M