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Schwab US Dividend Equity ETF

2,018 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, 859 increasing their positions, 740 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: 1,9242,018 (+94)

1% less call options, than puts

Call options by funds: $109M | Put options by funds: $111M

1.11% less ownership

Funds ownership: 30.77%29.66% (-1.1%)

Holders
2,018
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
241
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
OBWG
526
Onyx Bridge Wealth Group
New York
$5.36M
CA
527
CoreCap Advisors
Michigan
$5.35M
CFG
528
Compass Financial Group
Ohio
$5.34M
BI
529
Berkeley Inc
Idaho
$5.31M
SAW
530
Signal Advisors Wealth
Michigan
$5.31M
IF
531
IRON Financial
Illinois
$5.31M
RBFC
532
Roman Butler Fullerton & Co
Missouri
$5.28M
CNB
533
Camden National Bank
Maine
$5.26M
PCS
534
Personal CFO Solutions
New Jersey
$5.24M
FCA
535
FLC Capital Advisors
California
$5.22M
CA
536
Cresta Advisors
Texas
$5.21M
BlackRock
537
BlackRock
New York
$5.18M
LA
538
Lynch & Associates
Indiana
$5.16M
WIM
539
WealthPlan Investment Management
Nebraska
$5.14M
GAG
540
GM Advisory Group
New York
$5.13M
JSL
541
JT Stratford LLC
Georgia
$5.13M
KNFPWM
542
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.12M
AAA
543
Andrews Advisory Associates
Hawaii
$5.1M
KA
544
Kovack Advisors
Florida
$5.05M
TA
545
TrueWealth Advisors
Alabama
$5.03M
KIA
546
KCM Investment Advisors
California
$5.02M
NF
547
Nikulski Financial
Iowa
$5.01M
OSAM
548
O'Shaughnessy Asset Management
Connecticut
$4.99M
PCA
549
Pallas Capital Advisors
Massachusetts
$4.95M
JIC
550
Johnson Investment Counsel
Ohio
$4.91M