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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
Northern Trust
401
Northern Trust
Illinois
$7.63M
CWM
402
Centric Wealth Management
Illinois
$7.6M
SJIM
403
St. Johns Investment Management
Florida
$7.6M
SSWM
404
Sheets Smith Wealth Management
North Carolina
$7.6M
TBA
405
Tower Bridge Advisors
Pennsylvania
$7.59M
IAS
406
IMA Advisory Services
Colorado
$7.58M
DWAM
407
Duncan Williams Asset Management
Tennessee
$7.56M
VWA
408
Visionary Wealth Advisors
Illinois
$7.55M
BMCM
409
Burns Matteson Capital Management
New York
$7.5M
PIMG
410
Patriot Investment Management Group
Tennessee
$7.44M
STFP
411
Signal Tree Financial Partners
Ohio
$7.42M
CPIG
412
Chicago Partners Investment Group
Illinois
$7.41M
TA
413
TruWealth Advisors
Louisiana
$7.41M
GFG
414
Goldstone Financial Group
Illinois
$7.38M
AAG
415
Asset Advisory Group
New Jersey
$7.37M
SMC
416
Smith, Moore & Co
Missouri
$7.3M
FPGK
417
Financial Partners Group (Kansas)
Kansas
$7.27M
SB
418
Strategic Blueprint
Georgia
$7.26M
PC
419
Payne Capital
Oregon
$7.25M
FHA
420
Flagship Harbor Advisors
Massachusetts
$7.21M
SWASL
421
Spartan Wealth Advisory Services LLC
Michigan
$7.21M
HNWAG
422
High Net Worth Advisory Group
Florida
$7.17M
UWM
423
USAdvisors Wealth Management
Minnesota
$7.16M
AAP
424
Arax Advisory Partners
Colorado
$7.15M
UWP
425
Uniting Wealth Partners
Kansas
$7.15M