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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
PFBT
901
Parkside Financial Bank & Trust
Missouri
$1.69M
BW
902
BIP Wealth
Georgia
$1.69M
VA
903
VestGen Advisors
Illinois
$1.69M
FCIM
904
Fairview Capital Investment Management
California
$1.68M
WB
905
West Bancorporation
Iowa
$1.67M
WMA
906
West Michigan Advisors
Michigan
$1.67M
LOWM
907
Laurel Oak Wealth Management
New Jersey
$1.67M
GI
908
Gradient Investments
Minnesota
$1.67M
WHC
909
Wulff, Hansen & Co
California
$1.67M
TCA
910
Transcend Capital Advisors
New Jersey
$1.66M
SWM
911
Sagace Wealth Management
Florida
$1.66M
PFA
912
Petra Financial Advisors
Colorado
$1.65M
GLA
913
Great Lakes Advisors
Illinois
$1.65M
CA
914
Clune & Associates
Illinois
$1.65M
CS
915
Capital Square
Tennessee
$1.63M
PAS
916
PKS Advisory Services
New York
$1.63M
CPP
917
Capasso Planning Partners
South Carolina
$1.62M
FWI
918
Facet Wealth Inc
Maryland
$1.62M
TWM
919
Thrive Wealth Management
Pennsylvania
$1.62M
CWM
920
Centurion Wealth Management
Virginia
$1.62M
WI
921
Westbourne Investments
Virginia
$1.62M
CAG
922
Carroll Advisory Group
Texas
$1.62M
RW
923
REDW Wealth
New Mexico
$1.62M
SIAG
924
Signet Investment Advisory Group
Rhode Island
$1.61M
AA
925
Ancora Advisors
Ohio
$1.61M