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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
AIM
601
Anchor Investment Management
South Carolina
$4.14M
NW
602
NewEdge Wealth
Pennsylvania
$4.14M
FHC
603
First Heartland Consultants
Missouri
$4.13M
KF
604
KKM Financial
Illinois
$4.12M
TA
605
TPG Advisors
Illinois
$4.11M
LHP
606
Lexington Hill Partners
Texas
$4.11M
CWMK
607
Caliber Wealth Management (Kansas)
Kansas
$4.1M
NG
608
Northstar Group
New York
$4.09M
CL
609
CPWA LLC
Oregon
$4.08M
MWM
610
MOR Wealth Management
Pennsylvania
$4.08M
PIA
611
Panoramic Investment Advisors
Colorado
$4.06M
MWM
612
Meridian Wealth Management
Kentucky
$4.06M
ML
613
McAdam LLC
Pennsylvania
$4.05M
CA
614
Cambridge Advisors
Nebraska
$4M
SQA
615
Simon Quick Advisors
New Jersey
$3.99M
BW
616
BXM Wealth
Colorado
$3.98M
CIA
617
Capital Investment Advisors
Georgia
$3.98M
NFTC
618
North Forty Two & Co
Oregon
$3.97M
VAS
619
Vestmark Advisory Solutions
Massachusetts
$3.96M
WA
620
WPG Advisers
Maryland
$3.96M
CW
621
Cedarwood Wealth
Colorado
$3.95M
FCM
622
Fortis Capital Management
Washington
$3.94M
SFS
623
Sowell Financial Services
Arkansas
$3.93M
TCG
624
Transcendent Capital Group
Oklahoma
$3.88M
SWM
625
SeaCrest Wealth Management
New York
$3.88M