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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
FA
701
Freestate Advisors
Kansas
$3.14M
WWA
702
WCG Wealth Advisors
Nevada
$3.13M
CIM
703
Corda Investment Management
Texas
$3.13M
HC
704
Hurley Capital
New York
$3.11M
WPC
705
Wedmont Private Capital
Pennsylvania
$3.1M
JWBC
706
John W. Brooker & Co
California
$3.08M
BFS
707
Bare Financial Services
Pennsylvania
$3.08M
MWM
708
Maripau Wealth Management
Indiana
$3.06M
KWM
709
KFG Wealth Management
Indiana
$3.06M
FWWM
710
Fiscal Wisdom Wealth Management
Connecticut
$3.05M
WWM
711
Woodside Wealth Management
Massachusetts
$3.05M
RYIA
712
Roehl & Yi Investment Advisors
Oregon
$3.04M
SWM
713
Selby Wealth Management
California
$3.04M
IAG
714
Investment Advisory Group
Massachusetts
$3.01M
AGC
715
Aspen Grove Capital
Colorado
$3.01M
SFG
716
SNS Financial Group
Minnesota
$3.01M
CFO
717
Collective Family Office
Pennsylvania
$3M
Luther King Capital Management (LKCM)
718
Luther King Capital Management (LKCM)
Texas
$3M
MPIA
719
Milestones Private Investment Advisors
New York
$3M
MWA
720
Muirfield Wealth Advisors
North Carolina
$2.98M
PAA
721
Peregrine Asset Advisers
Oregon
$2.98M
MSS
722
Mitchell Sinkler & Starr
Pennsylvania
$2.97M
SSI
723
Scott & Selber Inc
Texas
$2.96M
MIA
724
MainStreet Investment Advisors
Illinois
$2.95M
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$2.95M