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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
CT
751
Caldwell Trust
Florida
$2.72M
PCMNC
752
Piedmont Capital Management (North Carolina)
North Carolina
$2.7M
PCA
753
Providence Capital Advisors
North Carolina
$2.7M
RAG
754
RIA Advisory Group
Iowa
$2.7M
BWM
755
BKM Wealth Management
Wisconsin
$2.69M
CWS
756
Cypress Wealth Services
California
$2.68M
VA
757
Vident Advisory
Georgia
$2.66M
WKSWA
758
White Knight Strategic Wealth Advisors
New Jersey
$2.66M
CWAF
759
Core Wealth Advisors (Florida)
Florida
$2.66M
MCA
760
Millennium Capital Advisors
Arkansas
$2.64M
FTS
761
Fifth Third Securities
Ohio
$2.64M
BBPWM
762
Blue Bell Private Wealth Management
Pennsylvania
$2.64M
PWA
763
Physician Wealth Advisors
Utah
$2.62M
CPG
764
Cornerstone Planning Group
New Jersey
$2.61M
XPN
765
XY Planning Network
Montana
$2.6M
MFG
766
Magnus Financial Group
New York
$2.6M
MIM
767
Macroview Investment Management
Maryland
$2.58M
WKWM
768
Walter & Keenan Wealth Management
Indiana
$2.57M
CAP
769
Columbia Advisory Partners
Washington
$2.56M
BWP
770
BlueStem Wealth Partners
Minnesota
$2.56M
BMCM
771
Bryn Mawr Capital Management
Pennsylvania
$2.55M
JHC
772
J. Hagan Capital
Kentucky
$2.55M
SWM
773
SpringVest Wealth Management
Texas
$2.54M
FNBOMD
774
First National Bank of Mount Dora
Florida
$2.53M
WB
775
WesBanco Bank
West Virginia
$2.53M