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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
National Bank of Canada
1001
National Bank of Canada
Quebec, Canada
$1.26M
ODIJL
1002
One Day In July LLC
Vermont
$1.26M
RF
1003
RHS Financial
California
$1.26M
KCM
1004
Kanawha Capital Management
Virginia
$1.26M
SC
1005
Sepio Capital
Utah
$1.26M
NCM
1006
Next Capital Management
New York
$1.26M
CAMG
1007
CWA Asset Management Group
Florida
$1.25M
RGF
1008
Retirement Guys Formula
Ohio
$1.25M
First Manhattan
1009
First Manhattan
New York
$1.24M
OA
1010
Oxbow Advisors
Texas
$1.24M
SFC
1011
SYM Financial Corp
Indiana
$1.24M
SCTC
1012
Sanibel Captiva Trust Company
Florida
$1.22M
SC
1013
Shearwater Capital
Colorado
$1.22M
BP
1014
Ballentine Partners
Massachusetts
$1.22M
CHJWM
1015
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.22M
Empower Advisory Group
1016
Empower Advisory Group
Colorado
$1.22M
MC
1017
Moors & Cabot
Massachusetts
$1.21M
CIA
1018
Compass Ion Advisors
Pennsylvania
$1.2M
O3W
1019
Omni 360 Wealth
New Jersey
$1.2M
AG
1020
AmeriFlex Group
Nevada
$1.2M
CCM
1021
Colorado Capital Management
Colorado
$1.2M
NJIM
1022
Nabity-Jensen Investment Management
Nebraska
$1.18M
RK
1023
Rather & Kittrell
Tennessee
$1.18M
TWM
1024
Triton Wealth Management
Arizona
$1.17M
GWMI
1025
Guardian Wealth Management (Illinois)
Illinois
$1.17M