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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
OL
1076
Owen LaRue
Kentucky
$991K
Manulife (Manufacturers Life Insurance)
1077
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$988K
CFG
1078
Cooper Financial Group
California
$987K
VHAM
1079
Van Hulzen Asset Management
California
$985K
WA
1080
WESPAC Advisors
California
$984K
AWG
1081
Altus Wealth Group
Colorado
$979K
BAMG
1082
Brand Asset Management Group
Missouri
$978K
GC
1083
Grimes & Company
Massachusetts
$973K
CI
1084
Ceera Investments
Texas
$969K
CSPIA
1085
Cary Street Partners Investment Advisory
Virginia
$964K
TC
1086
Trust Company
Kansas
$963K
FC
1087
Fusion Capital
South Carolina
$959K
GK
1088
Graney & King
New York
$959K
FFM
1089
Forum Financial Management
Illinois
$957K
ORC
1090
O'Rourke & Company
Massachusetts
$954K
ACM
1091
Avalon Capital Management
California
$953K
LCWP
1092
Legacy Capital Wealth Partners
Arkansas
$952K
MWA
1093
MFA Wealth Advisors
Pennsylvania
$949K
JSW
1094
Journey Strategic Wealth
New Jersey
$949K
EWM
1095
Evolution Wealth Management
Florida
$948K
WA
1096
Wealth Alliance
New York
$947K
PCA
1097
Prosperity Capital Advisors
Ohio
$946K
TCM
1098
Telos Capital Management
California
$943K
SC
1099
Soundwatch Capital
Connecticut
$942K
BIG
1100
Brookwood Investment Group
Arizona
$937K