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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
TC
1101
Trust Company
Kansas
$963K
FC
1102
Fusion Capital
South Carolina
$959K
GK
1103
Graney & King
New York
$959K
FFM
1104
Forum Financial Management
Illinois
$957K
ORC
1105
O'Rourke & Company
Massachusetts
$954K
ACM
1106
Avalon Capital Management
California
$953K
LCWP
1107
Legacy Capital Wealth Partners
Arkansas
$952K
MWA
1108
MFA Wealth Advisors
Pennsylvania
$949K
JSW
1109
Journey Strategic Wealth
New Jersey
$949K
EWM
1110
Evolution Wealth Management
Florida
$948K
WA
1111
Wealth Alliance
New York
$947K
PCA
1112
Prosperity Capital Advisors
Ohio
$946K
TCM
1113
Telos Capital Management
California
$943K
SC
1114
Soundwatch Capital
Connecticut
$942K
BIG
1115
Brookwood Investment Group
Arizona
$937K
BTWM
1116
Baker Tilly Wealth Management
Wisconsin
$936K
DC
1117
Darrow Company
Massachusetts
$935K
TW
1118
Tempo Wealth
Ohio
$932K
AIM
1119
Advyzon Investment Management
Illinois
$932K
SP
1120
SWS Partners
Ohio
$930K
IA
1121
IF Advisors
Texas
$930K
IWS
1122
Integrity Wealth Solutions
Colorado
$929K
RRA
1123
Round Rock Advisors
Connecticut
$929K
WB
1124
Webster Bank
Connecticut
$928K
VCAM
1125
Van Cleef Asset Management
Ohio
$927K