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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
BNP Paribas Financial Markets
451
BNP Paribas Financial Markets
France
$6.49M
CA
452
CapWealth Advisors
Tennessee
$6.46M
PNC Financial Services Group
453
PNC Financial Services Group
Pennsylvania
$6.46M
AWMG
454
Alliance Wealth Management Group
New Jersey
$6.46M
TCM
455
Towercrest Capital Management
Pennsylvania
$6.46M
OAM
456
Oppenheimer Asset Management
New York
$6.44M
CAC
457
Certified Advisory Corp
Florida
$6.44M
SWP
458
Strategic Wealth Partners
Ohio
$6.43M
FT
459
Fiduciary Trust
Massachusetts
$6.41M
LA
460
Legacy Advisors
Pennsylvania
$6.37M
PI
461
PFG Investments
New York
$6.35M
FMC
462
First Merchants Corp
Indiana
$6.34M
DCM
463
Dorato Capital Management
Colorado
$6.33M
Brown Advisory
464
Brown Advisory
Maryland
$6.29M
ES
465
Eagle Strategies
New York
$6.26M
EF
466
Exeter Financial
Arizona
$6.25M
MWS
467
MFA Wealth Services
California
$6.21M
EA
468
Enclave Advisors
Texas
$6.2M
WA
469
Win Advisors
Florida
$6.19M
SIAG
470
Safeguard Investment Advisory Group
California
$6.18M
WWM
471
Western Wealth Management
Colorado
$6.17M
HIW
472
Holos Integrated Wealth
Pennsylvania
$6.16M
SF
473
Seek First
California
$6.16M
AAS
474
Annex Advisory Services
Wisconsin
$6.15M
RPGNY
475
Retirement Planning Group (New York)
New York
$6.13M