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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
VFG
951
V2 Financial group
Illinois
$1.51M
PWP
952
Precedent Wealth Partners
Texas
$1.5M
OF
953
Outfitter Financial
Maine
$1.5M
BPW
954
BLVD Private Wealth
Kentucky
$1.5M
ARG
955
Advisory Resource Group
Oklahoma
$1.5M
RFA
956
Register Financial Advisors
Georgia
$1.5M
PTC
957
Private Trust Company
Ohio
$1.5M
MTIC
958
Missouri Trust & Investment Company
Missouri
$1.48M
HNB
959
Huntington National Bank
Ohio
$1.48M
FWM
960
Focused Wealth Management
New York
$1.48M
TI
961
Tidal Investments
Wisconsin
$1.48M
GGS
962
Galvin Gaustad & Stein
Arizona
$1.47M
BWL
963
Bogart Wealth LLC
Virginia
$1.47M
TFG
964
Tull Financial Group
Virginia
$1.47M
RCWM
965
Royal Capital Wealth Management
Indiana
$1.46M
OCM
966
One Capital Management
California
$1.46M
SMWM
967
Silvia McColl Wealth Management
California
$1.46M
AP
968
Advisortrust Partners
North Carolina
$1.45M
SWP
969
Summit Wealth Partners
Florida
$1.45M
FLPIM
970
F.L. Putnam Investment Management
Massachusetts
$1.45M
WAL
971
W Advisors LLC
Tennessee
$1.44M
OCA
972
OpenArc Corporate Advisory
Georgia
$1.44M
TCM
973
TruNorth Capital Management
Michigan
$1.44M
TCM
974
TD Capital Management
Tennessee
$1.43M
VNT
975
Vanguard National Trust
Pennsylvania
$1.43M