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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
MCM
626
Mengis Capital Management
Oregon
$3.86M
GSIAS
627
Garden State Investment Advisory Services
New Jersey
$3.86M
NFG
628
Nadler Financial Group
Illinois
$3.85M
DWML
629
Decker Wealth Management LLC
Tennessee
$3.85M
S
630
Sachetta
Massachusetts
$3.83M
SA
631
Sovran Advisors
California
$3.82M
RW
632
RVW Wealth
California
$3.81M
AC
633
AlphaCore Capital
California
$3.78M
HHCP
634
Hilton Head Capital Partners
South Carolina
$3.77M
MFG
635
Mainsail Financial Group
Washington
$3.76M
CCM
636
Coldstream Capital Management
Washington
$3.74M
LF
637
LifeSteps Financial
California
$3.71M
UAG
638
United Advisor Group
Ohio
$3.71M
CL
639
COWA LLC
Oklahoma
$3.7M
MWM
640
Maridea Wealth Management
New York
$3.7M
FD
641
Financial Designs
California
$3.7M
VCWM
642
Vista Cima Wealth Management
Arizona
$3.68M
WA
643
WBH Advisory
Maryland
$3.68M
ZIG
644
Zullo Investment Group
Pennsylvania
$3.67M
WF
645
Warner Financial
Maryland
$3.67M
SG
646
StoneX Group
New York
$3.65M
GIA
647
Guyasuta Investment Advisors
Pennsylvania
$3.64M
TF
648
Tenzing Financial
Virginia
$3.64M
OFS
649
OneAscent Financial Services
Alabama
$3.6M
AMG
650
Advisors Management Group
Wisconsin
$3.59M