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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
FCH
726
Freestone Capital Holdings
Washington
$2.9M
MAS
727
Madden Advisory Services
Florida
$2.88M
AWP
728
Atlas Wealth Partners
Pennsylvania
$2.88M
BA
729
BCM Advisors
Louisiana
$2.87M
AIM
730
Aspen Investment Management
Michigan
$2.86M
BBA
731
BLB&B Advisors
Pennsylvania
$2.83M
WF
732
Welch & Forbes
Massachusetts
$2.83M
JBW
733
Journey Beyond Wealth
Georgia
$2.81M
VT
734
Vise Technologies
New York
$2.81M
EFG
735
Everhart Financial Group
Ohio
$2.81M
SIS
736
Sound Income Strategies
Florida
$2.8M
FWM
737
FMA Wealth Management
Massachusetts
$2.8M
JCM
738
Jacobi Capital Management
Pennsylvania
$2.77M
TCBWMS
739
Texas Capital Bank Wealth Management Services
Texas
$2.76M
SFPG
740
Stonebridge Financial Planning Group
Florida
$2.73M
HH
741
Hilltop Holdings
Texas
$2.72M
OWM
742
Opes Wealth Management
California
$2.72M
CT
743
Caldwell Trust
Florida
$2.72M
PCMNC
744
Piedmont Capital Management (North Carolina)
North Carolina
$2.7M
PCA
745
Providence Capital Advisors
North Carolina
$2.7M
RAG
746
RIA Advisory Group
Iowa
$2.7M
BWM
747
BKM Wealth Management
Wisconsin
$2.69M
CWS
748
Cypress Wealth Services
California
$2.68M
VA
749
Vident Advisory
Georgia
$2.66M
WKSWA
750
White Knight Strategic Wealth Advisors
New Jersey
$2.66M