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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
KWM
701
KFG Wealth Management
Indiana
$3.06M
FWWM
702
Fiscal Wisdom Wealth Management
Connecticut
$3.05M
WWM
703
Woodside Wealth Management
Massachusetts
$3.05M
RYIA
704
Roehl & Yi Investment Advisors
Oregon
$3.04M
SWM
705
Selby Wealth Management
California
$3.04M
IAG
706
Investment Advisory Group
Massachusetts
$3.01M
AGC
707
Aspen Grove Capital
Colorado
$3.01M
SFG
708
SNS Financial Group
Minnesota
$3.01M
CFO
709
Collective Family Office
Pennsylvania
$3M
Luther King Capital Management (LKCM)
710
Luther King Capital Management (LKCM)
Texas
$3M
MPIA
711
Milestones Private Investment Advisors
New York
$3M
MWA
712
Muirfield Wealth Advisors
North Carolina
$2.98M
PAA
713
Peregrine Asset Advisers
Oregon
$2.98M
MSS
714
Mitchell Sinkler & Starr
Pennsylvania
$2.97M
SSI
715
Scott & Selber Inc
Texas
$2.96M
MIA
716
MainStreet Investment Advisors
Illinois
$2.95M
MPWT
717
MassMutual Private Wealth & Trust
Connecticut
$2.95M
KF
718
Krilogy Financial
Missouri
$2.95M
M
719
MYeCFO
California
$2.92M
CWP
720
Concord Wealth Partners
Virginia
$2.92M
PCIA
721
Prime Capital Investment Advisors
Kansas
$2.92M
SWM
722
Silverlake Wealth Management
Vermont
$2.92M
LHEI
723
Leo H. Evart Inc
California
$2.91M
HAG
724
HighPoint Advisor Group
Illinois
$2.91M
RWP
725
Revolve Wealth Partners
New Jersey
$2.9M