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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
CIAS
1076
CFS Investment Advisory Services
New Jersey
$1.04M
PIA
1077
Pinion Investment Advisors
Kansas
$1.03M
BC
1078
Barnett & Company
Tennessee
$1.03M
ACA
1079
Arsenal Capital Advisors
Pennsylvania
$1.03M
TWC
1080
TD Waterhouse Canada
Ontario, Canada
$1.03M
SIM
1081
Sterling Investment Management
Arizona
$1.02M
CLIP
1082
Colter Lewis Investment Partners
Connecticut
$1.02M
BFA
1083
Blueprint Financial Advisors
North Carolina
$1.02M
ZF
1084
Zhang Financial
Michigan
$1.02M
PWM
1085
Paulson Wealth Management
Illinois
$1.02M
WAM
1086
Wernau Asset Management
Massachusetts
$1.01M
BFC
1087
Bedel Financial Consulting
Indiana
$1.01M
AC
1088
Anson Capital
Georgia
$1.01M
DWP
1089
Daymark Wealth Partners
Ohio
$1M
SWA
1090
SOA Wealth Advisors
New York
$1M
OL
1091
Owen LaRue
Kentucky
$991K
Manulife (Manufacturers Life Insurance)
1092
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$988K
CFG
1093
Cooper Financial Group
California
$987K
VHAM
1094
Van Hulzen Asset Management
California
$985K
WA
1095
WESPAC Advisors
California
$984K
AWG
1096
Altus Wealth Group
Colorado
$979K
BAMG
1097
Brand Asset Management Group
Missouri
$978K
GC
1098
Grimes & Company
Massachusetts
$973K
CI
1099
Ceera Investments
Texas
$969K
CSPIA
1100
Cary Street Partners Investment Advisory
Virginia
$964K