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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
FWP
1051
FAS Wealth Partners
Kansas
$1.11M
AL
1052
Aspiriant LLC
California
$1.11M
BPWM
1053
Badgley Phelps Wealth Managers
Washington
$1.11M
MWP
1054
Meridian Wealth Partners
Pennsylvania
$1.1M
DWMS
1055
Dominguez Wealth Management Solutions
Virginia
$1.1M
SIA
1056
Serenity Investment Advisors
Illinois
$1.1M
NCM
1057
Narwhal Capital Management
Georgia
$1.09M
KFP
1058
KMG Fiduciary Partners
Ohio
$1.09M
PMFA
1059
Plante Moran Financial Advisors
Michigan
$1.09M
IF
1060
Ironwood Financial
Arizona
$1.09M
GEA
1061
Glen Eagle Advisors
New Jersey
$1.08M
MWM
1062
Modera Wealth Management
New Jersey
$1.08M
CMBA
1063
C.M. Bidwell & Associates
Hawaii
$1.08M
CW
1064
Code Waechter
Florida
$1.08M
SAM
1065
Strategy Asset Managers
California
$1.08M
MFA
1066
Morling Financial Advisors
California
$1.08M
BFA
1067
Beaumont Financial Advisors
Massachusetts
$1.07M
WCFA
1068
Walkner Condon Financial Advisors
Wisconsin
$1.07M
BAM
1069
Bellevue Asset Management
Washington
$1.07M
EIP
1070
Ellis Investment Partners
Pennsylvania
$1.06M
VP
1071
Verum Partners
North Carolina
$1.05M
BIP
1072
Blueprint Investment Partners
North Carolina
$1.05M
NG
1073
Novem Group
New York
$1.05M
AWA
1074
Aaron Wealth Advisors
Illinois
$1.04M
FVWA
1075
Foster Victor Wealth Advisors
South Carolina
$1.04M