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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
PWA
801
Perspective Wealth Advisors
Colorado
$2.37M
EFS
802
Essex Financial Services
Connecticut
$2.37M
EP
803
Edgestream Partners
New Jersey
$2.34M
JFG
804
JMG Financial Group
Illinois
$2.34M
FEM
805
Fulcrum Equity Management
Texas
$2.34M
AWM
806
Aprio Wealth Management
Georgia
$2.32M
WCM
807
Wealthcare Capital Management
Virginia
$2.31M
VCA
808
Verdence Capital Advisors
Maryland
$2.31M
IA
809
Inspire Advisors
Idaho
$2.3M
CPC
810
Consolidated Planning Corp
Georgia
$2.3M
PCM
811
Pennsylvania Capital Management
Pennsylvania
$2.29M
NA
812
Note Advisors
New York
$2.28M
VFP
813
Verus Financial Partners
Virginia
$2.27M
BFS
814
Bradley Foster & Sargent
Connecticut
$2.26M
SMFG
815
Sumitomo Mitsui Financial Group
Japan
$2.25M
ACM
816
Alpha Capital Management
Texas
$2.25M
BCI
817
Brinker Capital Investments
Pennsylvania
$2.24M
BWAM
818
Boyd Watterson Asset Management
Ohio
$2.24M
MWM
819
MFG Wealth Management
Indiana
$2.24M
GIA
820
GHP Investment Advisors
Colorado
$2.22M
MYIA
821
Mount Yale Investment Advisors
Colorado
$2.16M
WCG
822
Weaver Consulting Group
California
$2.16M
EAM
823
Evanson Asset Management
California
$2.16M
HIP
824
HUB Investment Partners
Texas
$2.14M
AA
825
Armis Advisers
Georgia
$2.14M