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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
V
826
ViaWealth
Kansas
$2.07M
GAA
827
Guardian Asset Advisors
Pennsylvania
$2.07M
VFA
828
Valeo Financial Advisors
Indiana
$2.06M
AIA
829
Armor Investment Advisors
North Carolina
$2.06M
AW
830
Ankerstar Wealth
Texas
$2.06M
HA
831
Hamel Associates
New Jersey
$2.04M
RWP
832
RWA Wealth Partners
Massachusetts
$2.04M
PGAM
833
Princeton Global Asset Management
New Jersey
$2.04M
WP
834
WealthShield Partners
North Carolina
$2.04M
PEA
835
Park Edge Advisors
Ohio
$2.01M
FFA
836
Founders Financial Alliance
North Carolina
$2.01M
WFG
837
Wills Financial Group
Virginia
$2M
BRWA
838
B. Riley Wealth Advisors
Florida
$2M
SIC
839
Samalin Investment Counsel
New York
$1.99M
SMH
840
Sanders Morris Harris
Texas
$1.97M
CFG
841
Chapman Financial Group
Hawaii
$1.96M
GWMR
842
GC Wealth Management RIA
Massachusetts
$1.96M
APA
843
Astoria Portfolio Advisors
New York
$1.95M
CPA
844
Cathy Pareto & Associates
Florida
$1.95M
CAMV
845
Concord Asset Management (Virginia)
Virginia
$1.95M
EFG
846
Embree Financial Group
Illinois
$1.93M
NGA
847
Naples Global Advisors
Florida
$1.92M
EWA
848
Elevate Wealth Advisory
Georgia
$1.92M
TFA
849
Teamwork Financial Advisors
Texas
$1.92M
TAFW
850
Tred Avon Family Wealth
Maryland
$1.91M