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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
WG
451
WMS Group
Louisiana
$6.65M
UBG
452
United Bank (Georgia)
Georgia
$6.62M
MMA
453
Miracle Mile Advisors
California
$6.6M
EAN
454
Excelsior Advisor Network
Colorado
$6.58M
AI
455
Atria Investments
North Carolina
$6.54M
SP
456
Sherman Porfolios
Idaho
$6.51M
BNP Paribas Financial Markets
457
BNP Paribas Financial Markets
France
$6.49M
CA
458
CapWealth Advisors
Tennessee
$6.46M
PNC Financial Services Group
459
PNC Financial Services Group
Pennsylvania
$6.46M
AWMG
460
Alliance Wealth Management Group
New Jersey
$6.46M
TCM
461
Towercrest Capital Management
Pennsylvania
$6.46M
OAM
462
Oppenheimer Asset Management
New York
$6.44M
CAC
463
Certified Advisory Corp
Florida
$6.44M
SWP
464
Strategic Wealth Partners
Ohio
$6.43M
FT
465
Fiduciary Trust
Massachusetts
$6.41M
LA
466
Legacy Advisors
Pennsylvania
$6.37M
PI
467
PFG Investments
New York
$6.35M
FMC
468
First Merchants Corp
Indiana
$6.34M
DCM
469
Dorato Capital Management
Colorado
$6.33M
Brown Advisory
470
Brown Advisory
Maryland
$6.29M
ES
471
Eagle Strategies
New York
$6.26M
EF
472
Exeter Financial
Arizona
$6.25M
MWS
473
MFA Wealth Services
California
$6.21M
EA
474
Enclave Advisors
Texas
$6.2M
WA
475
Win Advisors
Florida
$6.19M