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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
FA
826
Fiducient Advisors
Illinois
$2.13M
Envestnet Portfolio Solutions
827
Envestnet Portfolio Solutions
Illinois
$2.12M
BWM
828
Bernard Wealth Management
Michigan
$2.12M
RPGK
829
Retirement Planning Group (Kansas)
Kansas
$2.11M
SPWM
830
Smith Partners Wealth Management
North Carolina
$2.11M
WCM
831
Whitener Capital Management
North Carolina
$2.09M
Fisher Asset Management
832
Fisher Asset Management
Washington
$2.09M
BB
833
Bell Bank
North Dakota
$2.08M
ADL
834
Asset Dedication LLC
California
$2.08M
IAIM
835
International Assets Investment Management
Florida
$2.08M
V
836
ViaWealth
Kansas
$2.07M
GAA
837
Guardian Asset Advisors
Pennsylvania
$2.07M
VFA
838
Valeo Financial Advisors
Indiana
$2.06M
AIA
839
Armor Investment Advisors
North Carolina
$2.06M
AW
840
Ankerstar Wealth
Texas
$2.06M
HA
841
Hamel Associates
New Jersey
$2.04M
RWP
842
RWA Wealth Partners
Massachusetts
$2.04M
PGAM
843
Princeton Global Asset Management
New Jersey
$2.04M
WP
844
WealthShield Partners
North Carolina
$2.04M
PEA
845
Park Edge Advisors
Ohio
$2.01M
DG
846
Dala Group
Illinois
$2.01M
FFA
847
Founders Financial Alliance
North Carolina
$2.01M
WFG
848
Wills Financial Group
Virginia
$2M
BRWA
849
B. Riley Wealth Advisors
Florida
$2M
SIC
850
Samalin Investment Counsel
New York
$1.99M