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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
AOWM
501
Alpha Omega Wealth Management
Virginia
$5.73M
RDWM
502
Red Door Wealth Management
Tennessee
$5.72M
B
503
Bensler
Washington
$5.68M
PFA
504
Perryman Financial Advisory
Texas
$5.68M
GFPC
505
Global Financial Private Client
Florida
$5.67M
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$5.66M
CW
507
Channel Wealth
California
$5.66M
TAM
508
Titleist Asset Management
Texas
$5.65M
CIA
509
Cape Investment Advisory
Georgia
$5.65M
JPLA
510
Joseph P. Lucia & Associates
New York
$5.64M
SFC
511
Strategic Financial Concepts
Texas
$5.6M
FFP
512
FourThought Financial Partners
Florida
$5.59M
JMNC
513
J. Mark Nickell & Co
Tennessee
$5.59M
SEI Investments
514
SEI Investments
Pennsylvania
$5.58M
DBRC
515
D.B. Root & Company
Pennsylvania
$5.56M
PWM
516
Perigon Wealth Management
California
$5.54M
LIA
517
LS Investment Advisors
Michigan
$5.53M
PS
518
Principal Securities
Iowa
$5.52M
ST
519
Smithfield Trust
Pennsylvania
$5.51M
FA
520
Fagan Associates
New York
$5.51M
CFGSD
521
Compass Financial Group (South Dakota)
South Dakota
$5.49M
CB
522
Chris Bulman
California
$5.47M
GAM
523
Gotham Asset Management
New York
$5.44M
JFA
524
JNBA Financial Advisors
Minnesota
$5.44M
CW
525
CreativeOne Wealth
Kansas
$5.38M