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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
WA
626
WPG Advisers
Maryland
$3.96M
CW
627
Cedarwood Wealth
Colorado
$3.95M
FCM
628
Fortis Capital Management
Washington
$3.94M
SFS
629
Sowell Financial Services
Arkansas
$3.93M
TCG
630
Transcendent Capital Group
Oklahoma
$3.88M
SWM
631
SeaCrest Wealth Management
New York
$3.88M
MCM
632
Mengis Capital Management
Oregon
$3.86M
GSIAS
633
Garden State Investment Advisory Services
New Jersey
$3.86M
NFG
634
Nadler Financial Group
Illinois
$3.85M
DWML
635
Decker Wealth Management LLC
Tennessee
$3.85M
S
636
Sachetta
Massachusetts
$3.83M
SA
637
Sovran Advisors
California
$3.82M
RW
638
RVW Wealth
California
$3.81M
AC
639
AlphaCore Capital
California
$3.78M
HHCP
640
Hilton Head Capital Partners
South Carolina
$3.77M
MFG
641
Mainsail Financial Group
Washington
$3.76M
CCM
642
Coldstream Capital Management
Washington
$3.74M
LF
643
LifeSteps Financial
California
$3.71M
UAG
644
United Advisor Group
Ohio
$3.71M
CL
645
COWA LLC
Oklahoma
$3.7M
MWM
646
Maridea Wealth Management
New York
$3.7M
FD
647
Financial Designs
California
$3.7M
VCWM
648
Vista Cima Wealth Management
Arizona
$3.68M
WA
649
WBH Advisory
Maryland
$3.68M
ZIG
650
Zullo Investment Group
Pennsylvania
$3.67M