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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
Jane Street
401
Jane Street
New York
$7.67M
AFO
402
Arrowroot Family Office
California
$7.66M
PL
403
Plancorp LLC
Missouri
$7.66M
TF
404
Trek Financial
Arizona
$7.63M
ECA
405
Elevation Capital Advisory
Oregon
$7.63M
Northern Trust
406
Northern Trust
Illinois
$7.63M
CWM
407
Centric Wealth Management
Illinois
$7.6M
SJIM
408
St. Johns Investment Management
Florida
$7.6M
SSWM
409
Sheets Smith Wealth Management
North Carolina
$7.6M
TBA
410
Tower Bridge Advisors
Pennsylvania
$7.59M
IAS
411
IMA Advisory Services
Colorado
$7.58M
DWAM
412
Duncan Williams Asset Management
Tennessee
$7.56M
VWA
413
Visionary Wealth Advisors
Illinois
$7.55M
BMCM
414
Burns Matteson Capital Management
New York
$7.5M
PIMG
415
Patriot Investment Management Group
Tennessee
$7.44M
STFP
416
Signal Tree Financial Partners
Ohio
$7.42M
CPIG
417
Chicago Partners Investment Group
Illinois
$7.41M
TA
418
TruWealth Advisors
Louisiana
$7.41M
GFG
419
Goldstone Financial Group
Illinois
$7.38M
AAG
420
Asset Advisory Group
New Jersey
$7.37M
SMC
421
Smith, Moore & Co
Missouri
$7.3M
FPGK
422
Financial Partners Group (Kansas)
Kansas
$7.27M
SB
423
Strategic Blueprint
Georgia
$7.26M
PC
424
Payne Capital
Oregon
$7.25M
FHA
425
Flagship Harbor Advisors
Massachusetts
$7.21M