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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
MFA
1051
Morling Financial Advisors
California
$1.08M
BFA
1052
Beaumont Financial Advisors
Massachusetts
$1.07M
WCFA
1053
Walkner Condon Financial Advisors
Wisconsin
$1.07M
BAM
1054
Bellevue Asset Management
Washington
$1.07M
EIP
1055
Ellis Investment Partners
Pennsylvania
$1.06M
VP
1056
Verum Partners
North Carolina
$1.05M
BIP
1057
Blueprint Investment Partners
North Carolina
$1.05M
NG
1058
Novem Group
New York
$1.05M
AWA
1059
Aaron Wealth Advisors
Illinois
$1.04M
FVWA
1060
Foster Victor Wealth Advisors
South Carolina
$1.04M
CIAS
1061
CFS Investment Advisory Services
New Jersey
$1.04M
PIA
1062
Pinion Investment Advisors
Kansas
$1.03M
BC
1063
Barnett & Company
Tennessee
$1.03M
ACA
1064
Arsenal Capital Advisors
Pennsylvania
$1.03M
TWC
1065
TD Waterhouse Canada
Ontario, Canada
$1.03M
SIM
1066
Sterling Investment Management
Arizona
$1.02M
CLIP
1067
Colter Lewis Investment Partners
Connecticut
$1.02M
BFA
1068
Blueprint Financial Advisors
North Carolina
$1.02M
ZF
1069
Zhang Financial
Michigan
$1.02M
PWM
1070
Paulson Wealth Management
Illinois
$1.02M
WAM
1071
Wernau Asset Management
Massachusetts
$1.01M
BFC
1072
Bedel Financial Consulting
Indiana
$1.01M
AC
1073
Anson Capital
Georgia
$1.01M
DWP
1074
Daymark Wealth Partners
Ohio
$1M
SWA
1075
SOA Wealth Advisors
New York
$1M