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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
CWG
976
Cornerstone Wealth Group
North Carolina
$1.38M
MCA
977
Magnolia Capital Advisors
Mississippi
$1.38M
LA
978
LexAurum Advisors
Kansas
$1.37M
EWM
979
Evergreen Wealth Management
Michigan
$1.37M
LC
980
Landaas & Company
Wisconsin
$1.37M
AC
981
Attessa Capital
Arizona
$1.37M
PWA
982
Pitcairn Wealth Advisors
Pennsylvania
$1.36M
PAG
983
Private Advisory Group
Washington
$1.35M
BAWC
984
Boyce & Associates Wealth Consulting
Texas
$1.34M
CWM
985
Cornerstone Wealth Management
Missouri
$1.33M
EFG
986
Elevated Financial Group
Indiana
$1.33M
GWM
987
Gilpin Wealth Management
Colorado
$1.33M
HNB
988
Hilltop National Bank
Wyoming
$1.32M
AC
989
Apella Capital
Connecticut
$1.32M
SIMC
990
Squire Investment Management Company
Utah
$1.32M
CAM
991
Carret Asset Management
New York
$1.31M
GJIA
992
Glass Jacobson Investment Advisors
Maryland
$1.31M
RWM
993
Revisor Wealth Management
Ohio
$1.3M
FWSM
994
First Wilshire Securities Management
California
$1.3M
NAM
995
NorthCrest Asset Manangement
Minnesota
$1.3M
GFG
996
Grantvest Financial Group
New Jersey
$1.29M
WIC
997
Woodmont Investment Counsel
Tennessee
$1.29M
Qube Research & Technologies (QRT)
998
Qube Research & Technologies (QRT)
United Kingdom
$1.28M
FMII
999
Farmers & Merchants Investments Inc
Nebraska
$1.28M
VAM
1000
Verity Asset Management
North Carolina
$1.26M