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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
BTWM
1101
Baker Tilly Wealth Management
Wisconsin
$936K
DC
1102
Darrow Company
Massachusetts
$935K
TW
1103
Tempo Wealth
Ohio
$932K
AIM
1104
Advyzon Investment Management
Illinois
$932K
SP
1105
SWS Partners
Ohio
$930K
IA
1106
IF Advisors
Texas
$930K
IWS
1107
Integrity Wealth Solutions
Colorado
$929K
RRA
1108
Round Rock Advisors
Connecticut
$929K
WB
1109
Webster Bank
Connecticut
$928K
VCAM
1110
Van Cleef Asset Management
Ohio
$927K
AO
1111
Advisor OS
Illinois
$926K
WTFG
1112
Wood Tarver Financial Group
Idaho
$925K
BONH
1113
Bank of New Hampshire
New Hampshire
$924K
SA
1114
Sunesis Advisors
Kansas
$921K
CWM
1115
Connecticut Wealth Management
Connecticut
$920K
ACM
1116
Advance Capital Management
Michigan
$910K
JCFM
1117
JBR Co Financial Management
Oklahoma
$910K
BHBT
1118
Burke & Herbert Bank & Trust
Virginia
$910K
SIM
1119
Stratos Investment Management
Ohio
$909K
CAM
1120
CPA Asset Management
Florida
$905K
IA
1121
Insight Advisors
Pennsylvania
$904K
NHC
1122
Nicholas Hoffman & Company
Georgia
$891K
SWM
1123
SHP Wealth Management
Massachusetts
$891K
OC
1124
Oarsman Capital
Wisconsin
$889K
BWM
1125
Buska Wealth Management
Wisconsin
$889K