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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
SIAG
476
Safeguard Investment Advisory Group
California
$6.18M
WWM
477
Western Wealth Management
Colorado
$6.17M
HIW
478
Holos Integrated Wealth
Pennsylvania
$6.16M
SF
479
Seek First
California
$6.16M
AAS
480
Annex Advisory Services
Wisconsin
$6.15M
RPGNY
481
Retirement Planning Group (New York)
New York
$6.13M
SWM
482
Sendero Wealth Management
Texas
$6.07M
WP
483
Wealthspan Partners
Iowa
$6.06M
PFS
484
Prospera Financial Services
Texas
$6.06M
SAM
485
Smartleaf Asset Management
Massachusetts
$6.05M
MWA
486
Merkkuri Wealth Advisors
New York
$6.04M
MIA
487
Milestone Investment Advisors
Wisconsin
$5.99M
LPT
488
Legacy Private Trust
Wisconsin
$5.98M
WS
489
Wedbush Securities
California
$5.94M
HA
490
Hofer & Associates
California
$5.9M
SWM
491
Spire Wealth Management
Virginia
$5.88M
IWM
492
IHT Wealth Management
Illinois
$5.88M
HA
493
HC Advisors
Georgia
$5.81M
SS
494
Sunbelt Securities
Texas
$5.79M
CPC
495
Cadia Private Client
New Jersey
$5.77M
DWM
496
Diversify Wealth Management
Utah
$5.76M
AWM
497
Apollon Wealth Management
South Carolina
$5.75M
FFS
498
Founders Financial Securities
Maryland
$5.74M
PIAS
499
PCA Investment Advisory Services
Ohio
$5.74M
WP
500
WealthPLAN Partners
Nebraska
$5.74M