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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
VFIC
576
Valley Forge Investment Consultants
Pennsylvania
$4.52M
CB
577
Commerce Bank
Missouri
$4.52M
RMAM
578
Raab & Moskowitz Asset Management
New Jersey
$4.5M
HCWM
579
Hidden Cove Wealth Management
Washington
$4.5M
SC
580
Savant Capital
Illinois
$4.5M
CIAS
581
Capital Investment Advisory Services
North Carolina
$4.49M
KFSN
582
Keystone Financial Services (Nebraska)
Nebraska
$4.48M
AWP
583
Axis Wealth Partners
Rhode Island
$4.48M
LCM
584
LVM Capital Management
Michigan
$4.43M
BIM
585
Breakwater Investment Management
Washington
$4.43M
MW
586
Marble Wealth
Alabama
$4.4M
GIA
587
Gladstone Institutional Advisory
Florida
$4.4M
BAG
588
Bauman Advisory Group
Nevada
$4.4M
CAL
589
Capital Analysts LLC
Pennsylvania
$4.38M
PWA
590
Portus Wealth Advisors
North Carolina
$4.37M
SL
591
SFM LLC
New Hampshire
$4.37M
SIA
592
Soltis Investment Advisors
Utah
$4.35M
AA
593
Auxano Advisors
Washington
$4.34M
IAS
594
Insigneo Advisory Services
Florida
$4.33M
BI
595
Beckerman Institutional
New Jersey
$4.32M
SP
596
SIH Partners
Delaware
$4.3M
FAL
597
Focused Alpha LLC
Colorado
$4.29M
ANTB
598
AMG National Trust Bank
Colorado
$4.28M
GCA
599
Genesee Capital Advisors
New York
$4.26M
HI
600
Hudock Inc
Pennsylvania
$4.21M