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Schwab US Dividend Equity ETF

2,043 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, 870 increasing their positions, 749 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 749

16% more funds holding in top 10

Funds holding in top 10: 211245 (+34)

13% more capital invested

Capital invested by funds: $22B → $24.9B (+$2.84B)

6% more funds holding

Funds holding: 1,9342,043 (+109)

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
2,043
Holders Change
+109
Holders Change %
+5.64%
% of All Funds
25.17%
Holding in Top 10
245
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+16.11%
% of All Funds
3.02%
New
231
Increased
870
Reduced
749
Closed
80
Calls
$109M
Puts
$111M
Net Calls
-$1.5M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$158M -$8.41M -277,147 -5%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$151M -$82.3M -2,712,642 -35%
Creative Planning
28
Creative Planning
Kansas
$135M +$3.23M +106,479 +2%
JP Morgan Chase
29
JP Morgan Chase
New York
$131M -$29.7M -980,262 -19%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$124M -$44M -1,450,613 -26%
KeyBank National Association
31
KeyBank National Association
Ohio
$118M +$8.5M +280,129 +8%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$117M +$21.5M +707,568 +22%
KAS
33
Kestra Advisory Services
Texas
$108M +$3.85M +126,902 +4%
Truist Financial
34
Truist Financial
North Carolina
$97.5M -$21M -692,283 -18%
BFG
35
Berger Financial Group
Minnesota
$91.9M -$4.79M -157,747 -5%
CAM
36
Cresset Asset Management
Illinois
$86.2M +$5.69M +187,580 +7%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$84.1M +$5.79M +190,748 +7%
VA
38
Valmark Advisers
Ohio
$81.8M +$1.16M +38,194 +1%
AAIM
39
Asset Advisors Investment Management
Georgia
$77.3M -$483K -15,928 -0.6%
Cerity Partners
40
Cerity Partners
New York
$76.8M -$88.9M -2,930,338 -54%
BFG
41
Bouchey Financial Group
New York
$72.9M -$5.44M -179,398 -7%
Stifel Financial
42
Stifel Financial
Missouri
$70.7M +$1.72M +56,636 +3%
MCM
43
MAI Capital Management
Ohio
$70.7M +$1.77M +58,486 +3%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$70.5M +$15.4M +508,108 +28%
GRR
45
Golden Reserve Retirement
Ohio
$70.2M -$3.39M -111,896 -5%
CSTB
46
Charles Schwab Trust Bank
Nevada
$63.3M -$13.1M -433,439 -17%
SAM
47
Summit Asset Management
Tennessee
$63.2M +$724K +23,863 +1%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$62M -$2.91M -96,005 -5%
FFN
49
Focus Financial Network
Minnesota
$60.8M -$6.08M -200,456 -9%
DADC
50
D.A. Davidson & Co
Montana
$60M -$8.34M -274,903 -12%