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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
FTWA
426
Fifth Third Wealth Advisors
Ohio
$7.14M
FCM
427
Family Capital Management
Michigan
$7.14M
CL
428
CVFG LLC
Indiana
$7.07M
PAS
429
Park Avenue Securities
New York
$7.07M
FIC
430
Family Investment Center
Missouri
$7.07M
BAH
431
Beacon Advisors Holdings
Texas
$7.06M
TIA
432
Traphagen Investment Advisors
New Jersey
$7.05M
CA
433
Continuum Advisory
Idaho
$6.97M
DBFM
434
Dickmeyer Boyce Financial Management
Indiana
$6.96M
TYCC
435
Texas Yale Capital Corp
Florida
$6.88M
BWM
436
BCS Wealth Management
Tennessee
$6.87M
SCM
437
Spreng Capital Management
Ohio
$6.8M
GB
438
Goepper Burkhardt
South Carolina
$6.79M
CCA
439
Cypress Capital Advisors
Tennessee
$6.77M
AAA
440
Adams Asset Advisors
Texas
$6.75M
TWA
441
Talisman Wealth Advisors
New Jersey
$6.73M
PRS
442
Pinkerton Retirement Specialists
Idaho
$6.72M
GSIS
443
Global Strategic Investment Solutions
Arizona
$6.71M
BSSFA
444
Baron Silver Stevens Financial Advisors
Florida
$6.65M
WG
445
WMS Group
Louisiana
$6.65M
UBG
446
United Bank (Georgia)
Georgia
$6.62M
MMA
447
Miracle Mile Advisors
California
$6.6M
EAN
448
Excelsior Advisor Network
Colorado
$6.58M
AI
449
Atria Investments
North Carolina
$6.54M
SP
450
Sherman Porfolios
Idaho
$6.51M