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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
RA
601
RFG Advisory
Alabama
$4.21M
US Bancorp
602
US Bancorp
Minnesota
$4.2M
EWP
603
Elevation Wealth Partners
California
$4.19M
OFA
604
Orographic Financial Advisors
Colorado
$4.18M
WIM
605
Warwick Investment Management
Texas
$4.17M
RC
606
Roundview Capital
New Jersey
$4.17M
AIM
607
Anchor Investment Management
South Carolina
$4.14M
NW
608
NewEdge Wealth
Pennsylvania
$4.14M
FHC
609
First Heartland Consultants
Missouri
$4.13M
KF
610
KKM Financial
Illinois
$4.12M
TA
611
TPG Advisors
Illinois
$4.11M
LHP
612
Lexington Hill Partners
Texas
$4.11M
CWMK
613
Caliber Wealth Management (Kansas)
Kansas
$4.1M
NG
614
Northstar Group
New York
$4.09M
CL
615
CPWA LLC
Oregon
$4.08M
MWM
616
MOR Wealth Management
Pennsylvania
$4.08M
PIA
617
Panoramic Investment Advisors
Colorado
$4.06M
MWM
618
Meridian Wealth Management
Kentucky
$4.06M
ML
619
McAdam LLC
Pennsylvania
$4.05M
CA
620
Cambridge Advisors
Nebraska
$4M
SQA
621
Simon Quick Advisors
New Jersey
$3.99M
BW
622
BXM Wealth
Colorado
$3.98M
CIA
623
Capital Investment Advisors
Georgia
$3.98M
NFTC
624
North Forty Two & Co
Oregon
$3.97M
VAS
625
Vestmark Advisory Solutions
Massachusetts
$3.96M