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Schwab US Dividend Equity ETF

2,019 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 227 funds opening new positions, 859 increasing their positions, 741 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: 1,9242,019 (+95)

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
2,019
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
SIS
676
Strategic Investment Solutions
Illinois
$3.29M
LFG
677
Larson Financial Group
Missouri
$3.27M
HL
678
HeadInvest LLC
Maine
$3.26M
PMG
679
ProVise Management Group
Florida
$3.26M
1L
680
10Elms LLP
Oklahoma
$3.25M
CFA
681
CWS Financial Advisors
Michigan
$3.23M
SIA
682
Sage Investment Advisers
New York
$3.22M
ISWM
683
Independent Solutions Wealth Management
New York
$3.22M
Bessemer Group
684
Bessemer Group
New Jersey
$3.21M
AWA
685
Adapt Wealth Advisors
Georgia
$3.2M
GMA
686
Glassy Mountain Advisors
Maryland
$3.19M
FWP
687
Flatrock Wealth Partners
California
$3.18M
CA
688
Crewe Advisors
Utah
$3.17M
BL
689
BFSG LLC
California
$3.17M
SFB
690
STAR Financial Bank
Indiana
$3.16M
WIP
691
WealthCare Investment Partners
Rhode Island
$3.16M
CIA
692
Choate Investment Advisors
Massachusetts
$3.16M
FA
693
Freestate Advisors
Kansas
$3.14M
WWA
694
WCG Wealth Advisors
Nevada
$3.13M
CIM
695
Corda Investment Management
Texas
$3.13M
HC
696
Hurley Capital
New York
$3.11M
WPC
697
Wedmont Private Capital
Pennsylvania
$3.1M
JWBC
698
John W. Brooker & Co
California
$3.08M
BFS
699
Bare Financial Services
Pennsylvania
$3.08M
MWM
700
Maripau Wealth Management
Indiana
$3.06M