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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
KIA
551
KCM Investment Advisors
California
$5.02M
NF
552
Nikulski Financial
Iowa
$5.01M
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$4.99M
PCA
554
Pallas Capital Advisors
Massachusetts
$4.95M
JIC
555
Johnson Investment Counsel
Ohio
$4.91M
DRP
556
Decker Retirement Planning
Utah
$4.89M
GHA
557
Good Harbor Advisors
Massachusetts
$4.88M
CF
558
Centaurus Financial
California
$4.87M
MWM
559
MBE Wealth Management
Wisconsin
$4.84M
ACA
560
Alpha Capital Advisors
Maine
$4.84M
EA
561
Emerald Advisors
Washington
$4.83M
CIC
562
Cutler Investment Counsel
Oregon
$4.82M
FFA
563
Florida Financial Advisors
Florida
$4.81M
OFP
564
OLIO Financial Planning
Virginia
$4.77M
PCMN
565
Paradigm Capital Management (Nevada)
Nevada
$4.76M
GPFA
566
Game Plan Financial Advisors
Ohio
$4.74M
M&T Bank
567
M&T Bank
New York
$4.73M
GWP
568
Gateway Wealth Partners
Wisconsin
$4.71M
MLICM
569
Metropolitan Life Insurance Company (MetLife)
New York
$4.69M
VWM
570
Vermillion Wealth Management
Minnesota
$4.68M
ATPW
571
Ashton Thomas Private Wealth
Arizona
$4.67M
RMP
572
Richards, Merrill & Peterson
Washington
$4.66M
GCA
573
Gradient Capital Advisors
California
$4.57M
EWA
574
EverSource Wealth Advisors
Alabama
$4.57M
BBHC
575
Brown Brothers Harriman & Co
New York
$4.54M