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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
KFSN
576
Keystone Financial Services (Nebraska)
Nebraska
$4.48M
AWP
577
Axis Wealth Partners
Rhode Island
$4.48M
LCM
578
LVM Capital Management
Michigan
$4.43M
BIM
579
Breakwater Investment Management
Washington
$4.43M
MW
580
Marble Wealth
Alabama
$4.4M
GIA
581
Gladstone Institutional Advisory
Florida
$4.4M
BAG
582
Bauman Advisory Group
Nevada
$4.4M
CAL
583
Capital Analysts LLC
Pennsylvania
$4.38M
PWA
584
Portus Wealth Advisors
North Carolina
$4.37M
SL
585
SFM LLC
New Hampshire
$4.37M
SIA
586
Soltis Investment Advisors
Utah
$4.35M
AA
587
Auxano Advisors
Washington
$4.34M
IAS
588
Insigneo Advisory Services
Florida
$4.33M
BI
589
Beckerman Institutional
New Jersey
$4.32M
SP
590
SIH Partners
Delaware
$4.3M
FAL
591
Focused Alpha LLC
Colorado
$4.29M
ANTB
592
AMG National Trust Bank
Colorado
$4.28M
GCA
593
Genesee Capital Advisors
New York
$4.26M
HI
594
Hudock Inc
Pennsylvania
$4.21M
RA
595
RFG Advisory
Alabama
$4.21M
US Bancorp
596
US Bancorp
Minnesota
$4.2M
EWP
597
Elevation Wealth Partners
California
$4.19M
OFAL
598
Orographic Financial Advisors, LLC
Colorado
$4.18M
WIM
599
Warwick Investment Management
Texas
$4.17M
RC
600
Roundview Capital
New Jersey
$4.17M