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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
WSFG
926
Wall Street Financial Group
Illinois
$1.57M
IP
927
Ignite Planners
California
$1.56M
CAL
928
Capital Advisors Ltd
Ohio
$1.56M
AIA
929
AssuredPartners Investment Advisors
Florida
$1.55M
UA
930
URS Advisory
Florida
$1.55M
KLCM
931
KG&L Capital Management
Louisiana
$1.54M
CAI
932
Capital Advisors Inc
Oklahoma
$1.53M
KA
933
KLCM Advisors
Wisconsin
$1.53M
APW
934
Aurora Private Wealth
New Jersey
$1.52M
PWSG
935
Pacific Wealth Strategies Group
California
$1.52M
DT
936
Diversified Trust
Tennessee
$1.51M
TCM
937
Traynor Capital Management
Pennsylvania
$1.51M
VFG
938
V2 Financial group
Illinois
$1.51M
PWP
939
Precedent Wealth Partners
Texas
$1.5M
OF
940
Outfitter Financial
Maine
$1.5M
BPW
941
BLVD Private Wealth
Kentucky
$1.5M
ARG
942
Advisory Resource Group
Oklahoma
$1.5M
RFA
943
Register Financial Advisors
Georgia
$1.5M
PTC
944
Private Trust Company
Ohio
$1.5M
MTIC
945
Missouri Trust & Investment Company
Missouri
$1.48M
HNB
946
Huntington National Bank
Ohio
$1.48M
FWM
947
Focused Wealth Management
New York
$1.48M
TI
948
Tidal Investments
Wisconsin
$1.48M
GGS
949
Galvin Gaustad & Stein
Arizona
$1.47M
BWL
950
Bogart Wealth LLC
Virginia
$1.47M