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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
SIC
1026
Salem Investment Counselors
North Carolina
$1.17M
HWA
1027
Heritage Wealth Architects
Minnesota
$1.16M
FFG
1028
First Financial Group
North Carolina
$1.15M
IWP
1029
Insight Wealth Partners
Texas
$1.14M
FPL
1030
Fortress Private Ledger
North Carolina
$1.14M
YWM
1031
Yoder Wealth Management
California
$1.14M
MEG
1032
Millstone Evans Group
Colorado
$1.13M
EWM
1033
Elmwood Wealth Management
California
$1.13M
MSA
1034
Marino Stram & Associates
Massachusetts
$1.13M
MM
1035
Meridian Management
Arkansas
$1.12M
VCWA
1036
Vanguard Capital Wealth Advisors
Colorado
$1.12M
AL
1037
Aspiriant LLC
California
$1.11M
BPWM
1038
Badgley Phelps Wealth Managers
Washington
$1.11M
MWP
1039
Meridian Wealth Partners
Pennsylvania
$1.1M
DWMS
1040
Dominguez Wealth Management Solutions
Virginia
$1.1M
SIA
1041
Serenity Investment Advisors
Illinois
$1.1M
NCM
1042
Narwhal Capital Management
Georgia
$1.09M
KFP
1043
KMG Fiduciary Partners
Ohio
$1.09M
PMFA
1044
Plante Moran Financial Advisors
Michigan
$1.09M
IF
1045
Ironwood Financial
Arizona
$1.09M
GEA
1046
Glen Eagle Advisors
New Jersey
$1.08M
MWM
1047
Modera Wealth Management
New Jersey
$1.08M
CMBA
1048
C.M. Bidwell & Associates
Hawaii
$1.08M
CW
1049
Code Waechter
Florida
$1.08M
SAM
1050
Strategy Asset Managers
California
$1.08M