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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
CW
501
Channel Wealth
California
$5.66M
TAM
502
Titleist Asset Management
Texas
$5.65M
CIA
503
Cape Investment Advisory
Georgia
$5.65M
JPLA
504
Joseph P. Lucia & Associates
New York
$5.64M
SFC
505
Strategic Financial Concepts
Texas
$5.6M
FFP
506
FourThought Financial Partners
Florida
$5.59M
JMNC
507
J. Mark Nickell & Co
Tennessee
$5.59M
SEI Investments
508
SEI Investments
Pennsylvania
$5.58M
DBRC
509
D.B. Root & Company
Pennsylvania
$5.56M
PWM
510
Perigon Wealth Management
California
$5.54M
LIA
511
LS Investment Advisors
Michigan
$5.53M
PS
512
Principal Securities
Iowa
$5.52M
ST
513
Smithfield Trust
Pennsylvania
$5.51M
FA
514
Fagan Associates
New York
$5.51M
CFGSD
515
Compass Financial Group (South Dakota)
South Dakota
$5.49M
CB
516
Chris Bulman
California
$5.47M
GAM
517
Gotham Asset Management
New York
$5.44M
JFA
518
JNBA Financial Advisors
Minnesota
$5.44M
CW
519
CreativeOne Wealth
Kansas
$5.38M
AWE
520
Avidian Wealth Enterprises
Texas
$5.38M
BPFA
521
Barnes Pettey Financial Advisors
Mississippi
$5.38M
TFS
522
Thoroughbred Financial Services
Tennessee
$5.38M
RWM
523
RMG Wealth Management
Wisconsin
$5.37M
PIP
524
Peachtree Investment Partners
Florida
$5.37M
OBWG
525
Onyx Bridge Wealth Group
New York
$5.36M