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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
EWS
1126
Evergreen Wealth Solutions
Pennsylvania
$886K
VAS
1127
Valicenti Advisory Services
New York
$886K
IFWM
1128
Institute for Wealth Management
Colorado
$885K
CP
1129
Creekside Partners
California
$881K
TC
1130
TFR Capital
Texas
$881K
BFA
1131
Beacon Financial Advisory
Ohio
$879K
RRWA
1132
Rainey & Randall Wealth Advisors
Florida
$877K
KFI
1133
Key Financial Inc
Pennsylvania
$876K
LWM
1134
Level Wealth Management
North Carolina
$876K
B
1135
Bailard
California
$876K
CWM
1136
CCG Wealth Management
California
$872K
SPWM
1137
Schrum Private Wealth Management
Florida
$871K
VCM
1138
Vivaldi Capital Management
Illinois
$870K
FCBT
1139
First Citizens Bank & Trust
North Carolina
$868K
NFC
1140
Northstar Financial Companies
Pennsylvania
$867K
UWPG
1141
Ullmann Wealth Partners Group
Florida
$866K
BWM
1142
BNC Wealth Management
Oregon
$864K
AGC
1143
August Group Capital
$864K
OFG
1144
Orcam Financial Group
California
$856K
CWM
1145
CMH Wealth Management
New Hampshire
$851K
C
1146
Certuity
Florida
$848K
RWP
1147
Ridgecrest Wealth Partners
California
$847K
AWA
1148
Arete Wealth Advisors
Illinois
$846K
SFG
1149
Sage Financial Group
Pennsylvania
$844K
BCM
1150
Brasada Capital Management
Texas
$844K