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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
SWM
476
Sendero Wealth Management
Texas
$6.07M
WP
477
Wealthspan Partners
Iowa
$6.06M
PFS
478
Prospera Financial Services
Texas
$6.06M
SAM
479
Smartleaf Asset Management
Massachusetts
$6.05M
MWA
480
Merkkuri Wealth Advisors
New York
$6.04M
MIA
481
Milestone Investment Advisors
Wisconsin
$5.99M
LPT
482
Legacy Private Trust
Wisconsin
$5.98M
WS
483
Wedbush Securities
California
$5.94M
HA
484
Hofer & Associates
California
$5.9M
SWM
485
Spire Wealth Management
Virginia
$5.88M
IWM
486
IHT Wealth Management
Illinois
$5.88M
HA
487
HC Advisors
Georgia
$5.81M
SS
488
Sunbelt Securities
Texas
$5.79M
CPCL
489
Cadia Private Client LLC
New Jersey
$5.77M
DWM
490
Diversify Wealth Management
Utah
$5.76M
AWM
491
Apollon Wealth Management
South Carolina
$5.75M
FFS
492
Founders Financial Securities
Maryland
$5.74M
PIAS
493
PCA Investment Advisory Services
Ohio
$5.74M
WP
494
WealthPLAN Partners
Nebraska
$5.74M
AOWM
495
Alpha Omega Wealth Management
Virginia
$5.73M
RDWM
496
Red Door Wealth Management
Tennessee
$5.72M
B
497
Bensler
Washington
$5.68M
PFA
498
Perryman Financial Advisory
Texas
$5.68M
GFPC
499
Global Financial Private Client
Florida
$5.67M
PFGIA
500
Patriot Financial Group Insurance Agency
Massachusetts
$5.66M