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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
DAM
776
Directional Asset Management
Illinois
$2.48M
SHFP
777
Second Half Financial Partners
Florida
$2.47M
LA
778
Latitude Advisors
Florida
$2.47M
LWA
779
Legacy Wealth Advisors
Florida
$2.47M
ATC
780
Argent Trust Co
Tennessee
$2.46M
FP
781
Financial Perspectives
Minnesota
$2.46M
CA
782
Centennial Advisors
Texas
$2.46M
CSF
783
Capital Squared Financial
Maryland
$2.43M
FA
784
Fermata Advisors
California
$2.43M
CAG
785
Csenge Advisory Group
Florida
$2.42M
MC
786
Miramar Capital
Illinois
$2.42M
RFN
787
RDA Financial Network
Iowa
$2.4M
FC
788
Fairscale Capital
New Hampshire
$2.39M
SIM
789
Synergy Investment Management
Florida
$2.39M
HBW
790
Hazlett, Burt & Watson
West Virginia
$2.38M
BSB
791
Bangor Savings Bank
Maine
$2.38M
PWA
792
Perspective Wealth Advisors
Colorado
$2.37M
EFS
793
Essex Financial Services
Connecticut
$2.37M
EP
794
Edgestream Partners
New Jersey
$2.34M
JFG
795
JMG Financial Group
Illinois
$2.34M
FEM
796
Fulcrum Equity Management
Texas
$2.34M
AWM
797
Aprio Wealth Management
Georgia
$2.32M
WCM
798
Wealthcare Capital Management
Virginia
$2.31M
VCA
799
Verdence Capital Advisors
Maryland
$2.31M
IA
800
Inspire Advisors
Idaho
$2.3M