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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
KF
726
Krilogy Financial
Missouri
$2.95M
M
727
MYeCFO
California
$2.92M
CWP
728
Concord Wealth Partners
Virginia
$2.92M
PCIA
729
Prime Capital Investment Advisors
Kansas
$2.92M
SWM
730
Silverlake Wealth Management
Vermont
$2.92M
LHEI
731
Leo H. Evart Inc
California
$2.91M
HAG
732
HighPoint Advisor Group
Illinois
$2.91M
RWP
733
Revolve Wealth Partners
New Jersey
$2.9M
FCH
734
Freestone Capital Holdings
Washington
$2.9M
MAS
735
Madden Advisory Services
Florida
$2.88M
AWP
736
Atlas Wealth Partners
Pennsylvania
$2.88M
BA
737
BCM Advisors
Louisiana
$2.87M
AIM
738
Aspen Investment Management
Michigan
$2.86M
BBA
739
BLB&B Advisors
Pennsylvania
$2.83M
WF
740
Welch & Forbes
Massachusetts
$2.83M
JBW
741
Journey Beyond Wealth
Georgia
$2.81M
VT
742
Vise Technologies
New York
$2.81M
EFG
743
Everhart Financial Group
Ohio
$2.81M
SIS
744
Sound Income Strategies
Florida
$2.8M
FWM
745
FMA Wealth Management
Massachusetts
$2.8M
JCM
746
Jacobi Capital Management
Pennsylvania
$2.77M
TCBWMS
747
Texas Capital Bank Wealth Management Services
Texas
$2.76M
SFPG
748
Stonebridge Financial Planning Group
Florida
$2.73M
HH
749
Hilltop Holdings
Texas
$2.72M
OWM
750
Opes Wealth Management
California
$2.72M