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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
CWAF
751
Core Wealth Advisors (Florida)
Florida
$2.66M
MCA
752
Millennium Capital Advisors
Arkansas
$2.64M
FTS
753
Fifth Third Securities
Ohio
$2.64M
BBPWM
754
Blue Bell Private Wealth Management
Pennsylvania
$2.64M
PWA
755
Physician Wealth Advisors
Utah
$2.62M
CPG
756
Cornerstone Planning Group
New Jersey
$2.61M
XPN
757
XY Planning Network
Montana
$2.6M
MFG
758
Magnus Financial Group
New York
$2.6M
MIM
759
Macroview Investment Management
Maryland
$2.58M
WKWM
760
Walter & Keenan Wealth Management
Indiana
$2.57M
CAP
761
Columbia Advisory Partners
Washington
$2.56M
BWP
762
BlueStem Wealth Partners
Minnesota
$2.56M
BMCM
763
Bryn Mawr Capital Management
Pennsylvania
$2.55M
JHC
764
J. Hagan Capital
Kentucky
$2.55M
SWM
765
SpringVest Wealth Management
Texas
$2.54M
WB
766
WesBanco Bank
West Virginia
$2.53M
WFS
767
WealthGarden F.S.
California
$2.52M
PPW
768
Pasadena Private Wealth
California
$2.52M
RFP
769
Root Financial Partners
California
$2.51M
Financial Engines Advisors
770
Financial Engines Advisors
California
$2.51M
MCC
771
Money Concepts Capital
Florida
$2.5M
BL
772
Balentine LLC
Georgia
$2.5M
BFS
773
Boyer Financial Services
California
$2.49M
EB
774
Eastern Bank
Massachusetts
$2.49M
GWWM
775
Great Waters Wealth Management
Minnesota
$2.48M