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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
PFA
901
Petra Financial Advisors
Colorado
$1.65M
GLA
902
Great Lakes Advisors
Illinois
$1.65M
CA
903
Clune & Associates
Illinois
$1.65M
CS
904
Capital Square
Tennessee
$1.63M
PAS
905
PKS Advisory Services
New York
$1.63M
FWI
906
Facet Wealth Inc
Maryland
$1.62M
TWM
907
Thrive Wealth Management
Pennsylvania
$1.62M
CWM
908
Centurion Wealth Management
Virginia
$1.62M
WI
909
Westbourne Investments
Virginia
$1.62M
CAG
910
Carroll Advisory Group
Texas
$1.62M
RW
911
REDW Wealth
New Mexico
$1.62M
SIAG
912
Signet Investment Advisory Group
Rhode Island
$1.61M
AA
913
Ancora Advisors
Ohio
$1.61M
JDLA
914
J. Derek Lewis & Associates
California
$1.6M
CWP
915
Clark Wealth Partners
Illinois
$1.6M
ES
916
ETF Store
Kansas
$1.6M
BFP
917
Birchwood Financial Partners
Minnesota
$1.6M
SAM
918
Synergy Asset Management
Washington
$1.59M
EWA
919
Evolution Wealth Advisors
Florida
$1.59M
VIA
920
Victrix Investment Advisors
Florida
$1.59M
MAMG
921
Milestone Asset Management Group
Connecticut
$1.58M
SWP
922
Semus Wealth Partners
Florida
$1.57M
RIL
923
Rothschild Investment LLC
Illinois
$1.57M
LNWTC
924
Laird Norton Wetherby Trust Company
Washington
$1.57M
AIA
925
Ally Invest Advisors
North Carolina
$1.57M