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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
WFS
776
WealthGarden F.S.
California
$2.52M
PPW
777
Pasadena Private Wealth
California
$2.52M
RFP
778
Root Financial Partners
California
$2.51M
Financial Engines Advisors
779
Financial Engines Advisors
California
$2.51M
MCC
780
Money Concepts Capital
Florida
$2.5M
BL
781
Balentine LLC
Georgia
$2.5M
BFS
782
Boyer Financial Services
California
$2.49M
EB
783
Eastern Bank
Massachusetts
$2.49M
GWWM
784
Great Waters Wealth Management
Minnesota
$2.48M
DAM
785
Directional Asset Management
Illinois
$2.48M
SHFP
786
Second Half Financial Partners
Florida
$2.47M
LA
787
Latitude Advisors
Florida
$2.47M
LWA
788
Legacy Wealth Advisors
Florida
$2.47M
ATC
789
Argent Trust Co
Tennessee
$2.46M
FP
790
Financial Perspectives
Minnesota
$2.46M
CA
791
Centennial Advisors
Texas
$2.46M
CSF
792
Capital Squared Financial
Maryland
$2.43M
FA
793
Fermata Advisors
California
$2.43M
CAG
794
Csenge Advisory Group
Florida
$2.42M
MC
795
Miramar Capital
Illinois
$2.42M
RFN
796
RDA Financial Network
Iowa
$2.4M
FC
797
Fairscale Capital
New Hampshire
$2.39M
SIM
798
Synergy Investment Management
Florida
$2.39M
HBW
799
Hazlett, Burt & Watson
West Virginia
$2.38M
BSB
800
Bangor Savings Bank
Maine
$2.38M