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Schwab US Dividend Equity ETF

2,026 hedge funds and large institutions have $24.8B invested in Schwab US Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 863 increasing their positions, 744 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: 1,9262,026 (+100)

1% less call options, than puts

Call options by funds: $109M | Put options by funds: $111M

1.08% less ownership

Funds ownership: 30.77%29.69% (-1.1%)

Holders
2,026
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
243
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
SPIA
76
Steward Partners Investment Advisory
New York
$49.1M
CFB
77
Cullen/Frost Bankers
Texas
$48.7M
LS
78
Leelyn Smith
Illinois
$48.7M
SAM
79
Securian Asset Management
Minnesota
$48.5M
EA
80
Evergreen Advisors
Tennessee
$47.6M
MFG
81
Merit Financial Group
Georgia
$47.1M
KMWM
82
Keudell/Morrison Wealth Management
Oregon
$47M
VFG
83
Victory Financial Group
Texas
$46.8M
NFW
84
Noble Family Wealth
Florida
$46.2M
AF
85
Allworth Financial
California
$45.9M
PA
86
Pinnacle Associates
New York
$45.1M
CWM
87
Cedar Wealth Management
California
$44.1M
PAG
88
Private Advisor Group
New Jersey
$43.9M
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$43.2M
AFA
90
American Financial Advisors
Georgia
$42.2M
CFP
91
Curran Financial Partners
South Carolina
$42.1M
LA
92
LVW Advisors
New York
$41.4M
FFA
93
Farther Finance Advisors
California
$41M
ACA
94
Aptus Capital Advisors
Alabama
$40.5M
FWM
95
ForthRight Wealth Management
Georgia
$39.6M
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$38.9M
FPAS
97
Focus Partners Advisor Solutions
Missouri
$37.9M
CFS
98
CRA Financial Services
New Jersey
$36.5M
FCAS
99
First Command Advisory Services
Texas
$36.2M
VDI
100
Vaughan David Investments
Illinois
$36.2M