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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
JWM
976
Jupiter Wealth Management
Colorado
$1.43M
CAM
977
Costello Asset Management
Pennsylvania
$1.43M
EFG
978
Ehrlich Financial Group
California
$1.43M
IWS
979
Intentional Wealth Strategies
Colorado
$1.42M
HTC
980
Haverford Trust Company
Pennsylvania
$1.42M
WTA
981
Washington Trust Advisors
Massachusetts
$1.42M
WCM
982
WealthBridge Capital Management
Ohio
$1.4M
MSWM
983
McGlone Suttner Wealth Management
Wisconsin
$1.4M
DI
984
Disciplined Investors
Texas
$1.4M
CCM
985
Canal Capital Management
Virginia
$1.39M
FNBTCON
986
First National Bank & Trust Co of Newtown
Pennsylvania
$1.39M
SWP
987
Sagespring Wealth Partners
Tennessee
$1.39M
PFS
988
Prospect Financial Services
New York
$1.39M
CWG
989
Cornerstone Wealth Group
North Carolina
$1.38M
MCA
990
Magnolia Capital Advisors
Mississippi
$1.38M
LA
991
LexAurum Advisors
Kansas
$1.37M
EWM
992
Evergreen Wealth Management
Michigan
$1.37M
LC
993
Landaas & Company
Wisconsin
$1.37M
AC
994
Attessa Capital
Arizona
$1.37M
PWA
995
Pitcairn Wealth Advisors
Pennsylvania
$1.36M
PAG
996
Private Advisory Group
Washington
$1.35M
BAWC
997
Boyce & Associates Wealth Consulting
Texas
$1.34M
CWM
998
Cornerstone Wealth Management
Missouri
$1.33M
EFG
999
Elevated Financial Group
Indiana
$1.33M
GWM
1000
Gilpin Wealth Management
Colorado
$1.33M