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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
AWE
526
Avidian Wealth Enterprises
Texas
$5.38M
BPFA
527
Barnes Pettey Financial Advisors
Mississippi
$5.38M
TFS
528
Thoroughbred Financial Services
Tennessee
$5.38M
RWM
529
RMG Wealth Management
Wisconsin
$5.37M
PIP
530
Peachtree Investment Partners
Florida
$5.37M
OBWG
531
Onyx Bridge Wealth Group
New York
$5.36M
CA
532
CoreCap Advisors
Michigan
$5.35M
CFG
533
Compass Financial Group
Ohio
$5.34M
BI
534
Berkeley Inc
Idaho
$5.31M
SAW
535
Signal Advisors Wealth
Michigan
$5.31M
IF
536
IRON Financial
Illinois
$5.31M
RBFC
537
Roman Butler Fullerton & Co
Missouri
$5.28M
CNB
538
Camden National Bank
Maine
$5.26M
PCS
539
Personal CFO Solutions
New Jersey
$5.24M
FCA
540
FLC Capital Advisors
California
$5.22M
CA
541
Cresta Advisors
Texas
$5.21M
BlackRock
542
BlackRock
New York
$5.18M
LA
543
Lynch & Associates
Indiana
$5.16M
WIM
544
WealthPlan Investment Management
Nebraska
$5.14M
GAG
545
GM Advisory Group
New York
$5.13M
JSL
546
JT Stratford LLC
Georgia
$5.13M
KNFPWM
547
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.12M
AAA
548
Andrews Advisory Associates
Hawaii
$5.1M
KA
549
Kovack Advisors
Florida
$5.05M
TA
550
TrueWealth Advisors
Alabama
$5.03M