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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 226 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: 1,9242,016 (+92)

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
BEI
376
Benjamin Edwards Inc
Missouri
$8.16M
GFP
377
Guardian Financial Partners
California
$8.07M
NCM
378
NCM Capital Management
New Jersey
$8.05M
SCM
379
SCS Capital Management
Massachusetts
$7.96M
NFG
380
Northeast Financial Group
Pennsylvania
$7.95M
PF
381
PlanVest Financial
Maryland
$7.95M
MFF
382
Michels Family Financial
Texas
$7.94M
QCM
383
Quantinno Capital Management
New York
$7.94M
NEPWA
384
New England Private Wealth Advisors
Massachusetts
$7.93M
TF
385
Tudor Financial
Ohio
$7.92M
SFG
386
SevenBridge Financial Group
Pennsylvania
$7.9M
WF
387
Womack Financial
Texas
$7.85M
PGFC
388
Peapack-Gladstone Financial Corp
New Jersey
$7.8M
RSWM
389
Robertson Stephens Wealth Management
California
$7.77M
IAS
390
Investment Advisory Services
Texas
$7.76M
IF
391
Intrua Financial
Texas
$7.74M
NL
392
NWAM LLC
Washington
$7.72M
YLHM
393
Yelin Lapidot Holdings Management
Israel
$7.72M
BIA
394
Barry Investment Advisors
Massachusetts
$7.71M
UBS AM
395
UBS AM
Illinois
$7.69M
Jane Street
396
Jane Street
New York
$7.67M
AFO
397
Arrowroot Family Office
California
$7.66M
PL
398
Plancorp LLC
Missouri
$7.66M
TF
399
Trek Financial
Arizona
$7.63M
ECA
400
Elevation Capital Advisory
Oregon
$7.63M