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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
CFS
676
Coordinated Financial Services
Colorado
$3.35M
EWP
677
Equity Wealth Partners
Missouri
$3.35M
NAS
678
NWF Advisory Services
California
$3.34M
EIG
679
Ellenbecker Investment Group
Wisconsin
$3.34M
Neuberger Berman Group
680
Neuberger Berman Group
New York
$3.32M
GWM
681
Geneos Wealth Management
Colorado
$3.29M
SIS
682
Strategic Investment Solutions
Illinois
$3.29M
LFG
683
Larson Financial Group
Missouri
$3.27M
HL
684
HeadInvest LLC
Maine
$3.26M
PMG
685
ProVise Management Group
Florida
$3.26M
1L
686
10Elms LLP
Oklahoma
$3.25M
FSAG
687
Financial Solutions Advisory Group
Illinois
$3.23M
CFA
688
CWS Financial Advisors
Michigan
$3.23M
SIA
689
Sage Investment Advisers
New York
$3.22M
ISWM
690
Independent Solutions Wealth Management
New York
$3.22M
MFG
691
MTM Financial Group
Pennsylvania
$3.21M
Bessemer Group
692
Bessemer Group
New Jersey
$3.21M
AWA
693
Adapt Wealth Advisors
Georgia
$3.2M
GMA
694
Glassy Mountain Advisors
Maryland
$3.19M
FWP
695
Flatrock Wealth Partners
California
$3.18M
CA
696
Crewe Advisors
Utah
$3.17M
BL
697
BFSG LLC
California
$3.17M
SFB
698
STAR Financial Bank
Indiana
$3.16M
WIP
699
WealthCare Investment Partners
Rhode Island
$3.16M
CIA
700
Choate Investment Advisors
Massachusetts
$3.16M