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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
BCA
876
Bay Colony Advisors
Massachusetts
$1.75M
WGL
877
Wellington Grp LLC
Indiana
$1.75M
IIL
878
Insight Inv LLC
California
$1.75M
EFG
879
Ethos Financial Group
Pennsylvania
$1.75M
IIC
880
Ironwood Investment Counsel
Arizona
$1.75M
OCPWS
881
One Charles Private Wealth Services
Massachusetts
$1.74M
SCA
882
Snowden Capital Advisors
New York
$1.74M
TCIIS
883
TIAA-CREF Individual & Institutional Services
New York
$1.74M
WIA
884
Westview Investment Advisors
Vermont
$1.74M
FGC
885
First Growth Capital
Maryland
$1.73M
BWMG
886
Barnes Wealth Management Group
California
$1.72M
OFS
887
Opus Financial Solutions
Illinois
$1.72M
IAP
888
Indie Asset Partners
Indiana
$1.72M
RFA
889
Rollins Financial Advisors
New York
$1.71M
PFBT
890
Parkside Financial Bank & Trust
Missouri
$1.69M
BW
891
BIP Wealth
Georgia
$1.69M
VA
892
VestGen Advisors
Illinois
$1.69M
FCIM
893
Fairview Capital Investment Management
California
$1.68M
WB
894
West Bancorporation
Iowa
$1.67M
WMA
895
West Michigan Advisors
Michigan
$1.67M
LOWM
896
Laurel Oak Wealth Management
New Jersey
$1.67M
GI
897
Gradient Investments
Minnesota
$1.67M
WHC
898
Wulff, Hansen & Co
California
$1.67M
TCA
899
Transcend Capital Advisors
New Jersey
$1.66M
SWM
900
Sagace Wealth Management
Florida
$1.66M