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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
JDLA
926
J. Derek Lewis & Associates
California
$1.6M
CWP
927
Clark Wealth Partners
Illinois
$1.6M
ES
928
ETF Store
Kansas
$1.6M
BFP
929
Birchwood Financial Partners
Minnesota
$1.6M
SAM
930
Synergy Asset Management
Washington
$1.59M
EWA
931
Evolution Wealth Advisors
Florida
$1.59M
VIA
932
Victrix Investment Advisors
Florida
$1.59M
MAMG
933
Milestone Asset Management Group
Connecticut
$1.58M
SWP
934
Semus Wealth Partners
Florida
$1.57M
RIL
935
Rothschild Investment LLC
Illinois
$1.57M
LNWTC
936
Laird Norton Wetherby Trust Company
Washington
$1.57M
AIA
937
Ally Invest Advisors
North Carolina
$1.57M
WSFG
938
Wall Street Financial Group
Illinois
$1.57M
IP
939
Ignite Planners
California
$1.56M
CAL
940
Capital Advisors Ltd
Ohio
$1.56M
AIA
941
AssuredPartners Investment Advisors
Florida
$1.55M
UA
942
URS Advisory
Florida
$1.55M
KLCM
943
KG&L Capital Management
Louisiana
$1.54M
CAI
944
Capital Advisors Inc
Oklahoma
$1.53M
KA
945
KLCM Advisors
Wisconsin
$1.53M
SWM
946
Steelhead Wealth Management
Virginia
$1.52M
APW
947
Aurora Private Wealth
New Jersey
$1.52M
PWSG
948
Pacific Wealth Strategies Group
California
$1.52M
DT
949
Diversified Trust
Tennessee
$1.51M
TCM
950
Traynor Capital Management
Pennsylvania
$1.51M