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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
WF
651
Warner Financial
Maryland
$3.67M
SG
652
StoneX Group
New York
$3.65M
GIA
653
Guyasuta Investment Advisors
Pennsylvania
$3.64M
TF
654
Tenzing Financial
Virginia
$3.64M
OFS
655
OneAscent Financial Services
Alabama
$3.6M
AMG
656
Advisors Management Group
Wisconsin
$3.59M
FNT
657
First National Trust
Pennsylvania
$3.55M
Natixis Advisors
658
Natixis Advisors
Massachusetts
$3.52M
CT
659
Clearstead Trust
Maine
$3.51M
Bank of Montreal
660
Bank of Montreal
Ontario, Canada
$3.49M
CPL
661
CAP Partners LLC
Tennessee
$3.49M
EWM
662
Empirical Wealth Management
Washington
$3.47M
NB
663
Nicolet Bankshares
Wisconsin
$3.47M
BWA
664
Beam Wealth Advisors
Louisiana
$3.46M
OW
665
Olistico Wealth
Oklahoma
$3.46M
OCM
666
Orion Capital Management
California
$3.45M
SFG
667
SageGuard Financial Group
Tennessee
$3.45M
NS
668
NBC Securities
Alabama
$3.42M
TSS
669
Two Sigma Securities
New York
$3.41M
CFGA
670
Cambridge Financial Group (Arizona)
Arizona
$3.39M
MWM
671
MOKAN Wealth Management
Kansas
$3.39M
FIA
672
Foundations Investment Advisors
Arizona
$3.38M
CWM
673
Chesapeake Wealth Management
Virginia
$3.37M
MA
674
McGrath & Associates
North Carolina
$3.36M
BW
675
Bravera Wealth
North Dakota
$3.35M