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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
DRP
551
Decker Retirement Planning
Utah
$4.89M
GHA
552
Good Harbor Advisors
Massachusetts
$4.88M
CF
553
Centaurus Financial
California
$4.87M
MWM
554
MBE Wealth Management
Wisconsin
$4.84M
EA
555
Emerald Advisors
Washington
$4.83M
CIC
556
Cutler Investment Counsel
Oregon
$4.82M
FFA
557
Florida Financial Advisors
Florida
$4.81M
OFP
558
OLIO Financial Planning
Virginia
$4.77M
PCMN
559
Paradigm Capital Management (Nevada)
Nevada
$4.76M
GPFA
560
Game Plan Financial Advisors
Ohio
$4.74M
M&T Bank
561
M&T Bank
New York
$4.73M
GWP
562
Gateway Wealth Partners
Wisconsin
$4.71M
MLICM
563
Metropolitan Life Insurance Company (MetLife)
New York
$4.69M
VWM
564
Vermillion Wealth Management
Minnesota
$4.68M
ATPW
565
Ashton Thomas Private Wealth
Arizona
$4.67M
RMP
566
Richards, Merrill & Peterson
Washington
$4.66M
GCA
567
Gradient Capital Advisors
California
$4.57M
EWA
568
EverSource Wealth Advisors
Alabama
$4.57M
BBHC
569
Brown Brothers Harriman & Co
New York
$4.54M
VFIC
570
Valley Forge Investment Consultants
Pennsylvania
$4.52M
CB
571
Commerce Bank
Missouri
$4.52M
RMAM
572
Raab & Moskowitz Asset Management
New Jersey
$4.5M
HCWM
573
Hidden Cove Wealth Management
Washington
$4.5M
SC
574
Savant Capital
Illinois
$4.5M
CIAS
575
Capital Investment Advisory Services
North Carolina
$4.49M