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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
HNB
1001
Hilltop National Bank
Wyoming
$1.32M
AC
1002
Apella Capital
Connecticut
$1.32M
SIMC
1003
Squire Investment Management Company
Utah
$1.32M
CAM
1004
Carret Asset Management
New York
$1.31M
GJIA
1005
Glass Jacobson Investment Advisors
Maryland
$1.31M
RWM
1006
Revisor Wealth Management
Ohio
$1.3M
FWSM
1007
First Wilshire Securities Management
California
$1.3M
NAM
1008
NorthCrest Asset Manangement
Minnesota
$1.3M
GFG
1009
Grantvest Financial Group
New Jersey
$1.29M
WIC
1010
Woodmont Investment Counsel
Tennessee
$1.29M
Qube Research & Technologies (QRT)
1011
Qube Research & Technologies (QRT)
United Kingdom
$1.28M
FMII
1012
Farmers & Merchants Investments Inc
Nebraska
$1.28M
VAM
1013
Verity Asset Management
North Carolina
$1.26M
National Bank of Canada
1014
National Bank of Canada
Quebec, Canada
$1.26M
ODIJL
1015
One Day In July LLC
Vermont
$1.26M
RF
1016
RHS Financial
California
$1.26M
KCM
1017
Kanawha Capital Management
Virginia
$1.26M
SC
1018
Sepio Capital
Utah
$1.26M
NCM
1019
Next Capital Management
New York
$1.26M
CAMG
1020
CWA Asset Management Group
Florida
$1.25M
RGF
1021
Retirement Guys Formula
Ohio
$1.25M
First Manhattan
1022
First Manhattan
New York
$1.24M
OA
1023
Oxbow Advisors
Texas
$1.24M
SFC
1024
SYM Financial Corp
Indiana
$1.24M
SCTC
1025
Sanibel Captiva Trust Company
Florida
$1.22M