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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
Tudor Investment Corp
851
Tudor Investment Corp
Connecticut
$1.91M
SLWA
852
San Luis Wealth Advisors
California
$1.89M
MMHP
853
Murphy Middleton Hinkle & Parker
Georgia
$1.89M
GS
854
GWN Securities
Florida
$1.88M
BFPW
855
BOK Financial Private Wealth
Colorado
$1.88M
JIC
856
Joel Isaacson & Co
New York
$1.87M
MPCL
857
My Personal CFO LLC
Washington
$1.86M
APIM
858
Agate Pass Investment Management
Washington
$1.85M
PA
859
Probity Advisors
Texas
$1.85M
IC
860
Inscription Capital
Texas
$1.85M
BWM
861
BCGM Wealth Management
Indiana
$1.84M
WC
862
Wolfstich Capital
Massachusetts
$1.83M
WEG
863
World Equity Group
Illinois
$1.83M
BFG
864
Bleakley Financial Group
New Jersey
$1.82M
FWP
865
Forefront Wealth Partners
Texas
$1.79M
CFP
866
Comprehensive Financial Planning
Pennsylvania
$1.79M
BIS
867
BG Investment Services
Guam
$1.78M
CCFM
868
Clear Creek Financial Management
Washington
$1.78M
SW
869
Simplicity Wealth
New Jersey
$1.77M
MA
870
Modus Advisors
Minnesota
$1.77M
MWP
871
Madison Wealth Partners
Wisconsin
$1.77M
CSA
872
Cottage Street Advisors
Massachusetts
$1.77M
BDFN
873
Bond & Devick Financial Network
Minnesota
$1.77M
MWM
874
Mission Wealth Management
California
$1.76M
TAM
875
Townsend Asset Management
North Carolina
$1.76M