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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
FWP
876
Forefront Wealth Partners
Texas
$1.79M
CFP
877
Comprehensive Financial Planning
Pennsylvania
$1.79M
BIS
878
BG Investment Services
Guam
$1.78M
CCFM
879
Clear Creek Financial Management
Washington
$1.78M
SW
880
Simplicity Wealth
New Jersey
$1.77M
MA
881
Modus Advisors
Minnesota
$1.77M
MWP
882
Madison Wealth Partners
Wisconsin
$1.77M
CSA
883
Cottage Street Advisors
Massachusetts
$1.77M
BDFN
884
Bond & Devick Financial Network
Minnesota
$1.77M
MWM
885
Mission Wealth Management
California
$1.76M
TAM
886
Townsend Asset Management
North Carolina
$1.76M
BCA
887
Bay Colony Advisors
Massachusetts
$1.75M
WG
888
Wellington Group
Indiana
$1.75M
IIL
889
Insight Inv LLC
California
$1.75M
EFG
890
Ethos Financial Group
Pennsylvania
$1.75M
IIC
891
Ironwood Investment Counsel
Arizona
$1.75M
OCPWS
892
One Charles Private Wealth Services
Massachusetts
$1.74M
SCA
893
Snowden Capital Advisors
New York
$1.74M
TCIIS
894
TIAA-CREF Individual & Institutional Services
New York
$1.74M
WIA
895
Westview Investment Advisors
Vermont
$1.74M
FGC
896
First Growth Capital
Maryland
$1.73M
BWMG
897
Barnes Wealth Management Group
California
$1.72M
OFS
898
Opus Financial Solutions
Illinois
$1.72M
IAP
899
Indie Asset Partners
Indiana
$1.72M
RFA
900
Rollins Financial Advisors
New York
$1.71M