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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
CPC
801
Consolidated Planning Corp
Georgia
$2.3M
PCM
802
Pennsylvania Capital Management
Pennsylvania
$2.29M
NA
803
Note Advisors
New York
$2.28M
VFP
804
Verus Financial Partners
Virginia
$2.27M
BFS
805
Bradley Foster & Sargent
Connecticut
$2.26M
SMFG
806
Sumitomo Mitsui Financial Group
Japan
$2.25M
ACM
807
Alpha Capital Management
Texas
$2.25M
BCI
808
Brinker Capital Investments
Pennsylvania
$2.24M
BWAM
809
Boyd Watterson Asset Management
Ohio
$2.24M
MWM
810
MFG Wealth Management
Indiana
$2.24M
GIA
811
GHP Investment Advisors
Colorado
$2.22M
MYIA
812
Mount Yale Investment Advisors
Colorado
$2.16M
WCG
813
Weaver Consulting Group
California
$2.16M
EAM
814
Evanson Asset Management
California
$2.16M
HIP
815
HUB Investment Partners
Texas
$2.14M
AA
816
Armis Advisers
Georgia
$2.14M
FA
817
Fiducient Advisors
Illinois
$2.13M
Envestnet Portfolio Solutions
818
Envestnet Portfolio Solutions
Illinois
$2.12M
BWM
819
Bernard Wealth Management
Michigan
$2.12M
RPGK
820
Retirement Planning Group (Kansas)
Kansas
$2.11M
SPWM
821
Smith Partners Wealth Management
North Carolina
$2.11M
WCM
822
Whitener Capital Management
North Carolina
$2.09M
Fisher Asset Management
823
Fisher Asset Management
Washington
$2.09M
BB
824
Bell Bank
North Dakota
$2.08M
IAIM
825
International Assets Investment Management
Florida
$2.08M