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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
AO
1126
Advisor OS
Illinois
$926K
WTFG
1127
Wood Tarver Financial Group
Idaho
$925K
BONH
1128
Bank of New Hampshire
New Hampshire
$924K
SA
1129
Sunesis Advisors
Kansas
$921K
CWM
1130
Connecticut Wealth Management
Connecticut
$920K
ACM
1131
Advance Capital Management
Michigan
$910K
JCFM
1132
JBR Co Financial Management
Oklahoma
$910K
BHBT
1133
Burke & Herbert Bank & Trust
Virginia
$910K
SIM
1134
Stratos Investment Management
Ohio
$909K
IWM
1135
Immaculate Wealth Management
Arizona
$906K
CAM
1136
CPA Asset Management
Florida
$905K
IA
1137
Insight Advisors
Pennsylvania
$904K
NHC
1138
Nicholas Hoffman & Company
Georgia
$891K
SWM
1139
SHP Wealth Management
Massachusetts
$891K
OC
1140
Oarsman Capital
Wisconsin
$889K
BWM
1141
Buska Wealth Management
Wisconsin
$889K
EWS
1142
Evergreen Wealth Solutions
Pennsylvania
$886K
VAS
1143
Valicenti Advisory Services
New York
$886K
IFWM
1144
Institute for Wealth Management
Colorado
$885K
CP
1145
Creekside Partners
California
$881K
TC
1146
TFR Capital
Texas
$881K
BFA
1147
Beacon Financial Advisory
Ohio
$879K
RRWA
1148
Rainey & Randall Wealth Advisors
Florida
$877K
KFI
1149
Key Financial Inc
Pennsylvania
$876K
LWM
1150
Level Wealth Management
North Carolina
$876K