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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
SC
1026
Shearwater Capital
Colorado
$1.22M
BP
1027
Ballentine Partners
Massachusetts
$1.22M
CHJWM
1028
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.22M
Empower Advisory Group
1029
Empower Advisory Group
Colorado
$1.22M
MC
1030
Moors & Cabot
Massachusetts
$1.21M
CIA
1031
Compass Ion Advisors
Pennsylvania
$1.2M
O3W
1032
Omni 360 Wealth
New Jersey
$1.2M
AG
1033
AmeriFlex Group
Nevada
$1.2M
CCM
1034
Colorado Capital Management
Colorado
$1.2M
NJIM
1035
Nabity-Jensen Investment Management
Nebraska
$1.18M
RK
1036
Rather & Kittrell
Tennessee
$1.18M
TWM
1037
Triton Wealth Management
Arizona
$1.17M
GWMI
1038
Guardian Wealth Management (Illinois)
Illinois
$1.17M
SIC
1039
Salem Investment Counselors
North Carolina
$1.17M
HWA
1040
Heritage Wealth Architects
Minnesota
$1.16M
FFG
1041
First Financial Group
North Carolina
$1.15M
IWP
1042
Insight Wealth Partners
Texas
$1.14M
PVI
1043
Pine Valley Investments
New Jersey
$1.14M
FPL
1044
Fortress Private Ledger
North Carolina
$1.14M
YWM
1045
Yoder Wealth Management
California
$1.14M
MEG
1046
Millstone Evans Group
Colorado
$1.13M
EWM
1047
Elmwood Wealth Management
California
$1.13M
MSA
1048
Marino Stram & Associates
Massachusetts
$1.13M
MM
1049
Meridian Management
Arkansas
$1.12M
VCWA
1050
Vanguard Capital Wealth Advisors
Colorado
$1.12M