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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
FNT
651
First National Trust
Pennsylvania
$3.55M
Natixis Advisors
652
Natixis Advisors
Massachusetts
$3.52M
CT
653
Clearstead Trust
Maine
$3.51M
Bank of Montreal
654
Bank of Montreal
Ontario, Canada
$3.49M
CPL
655
CAP Partners LLC
Tennessee
$3.49M
EWM
656
Empirical Wealth Management
Washington
$3.47M
NB
657
Nicolet Bankshares
Wisconsin
$3.47M
BWA
658
Beam Wealth Advisors
Louisiana
$3.46M
OW
659
Olistico Wealth
Oklahoma
$3.46M
OCM
660
Orion Capital Management
California
$3.45M
SFG
661
SageGuard Financial Group
Tennessee
$3.45M
NS
662
NBC Securities
Alabama
$3.42M
TSS
663
Two Sigma Securities
New York
$3.41M
CFGA
664
Cambridge Financial Group (Arizona)
Arizona
$3.39M
MWM
665
MOKAN Wealth Management
Kansas
$3.39M
FIA
666
Foundations Investment Advisors
Arizona
$3.38M
CWM
667
Chesapeake Wealth Management
Virginia
$3.37M
MA
668
McGrath & Associates
North Carolina
$3.36M
BW
669
Bravera Wealth
North Dakota
$3.35M
CFS
670
Coordinated Financial Services
Colorado
$3.35M
EWP
671
Equity Wealth Partners
Missouri
$3.35M
NAS
672
NWF Advisory Services
California
$3.34M
EIG
673
Ellenbecker Investment Group
Wisconsin
$3.34M
Neuberger Berman Group
674
Neuberger Berman Group
New York
$3.32M
GWM
675
Geneos Wealth Management
Colorado
$3.29M