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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
B
1151
Bailard
California
$876K
CWM
1152
CCG Wealth Management
California
$872K
SPWM
1153
Schrum Private Wealth Management
Florida
$871K
VCM
1154
Vivaldi Capital Management
Illinois
$870K
FCBT
1155
First Citizens Bank & Trust
North Carolina
$868K
NFC
1156
Northstar Financial Companies
Pennsylvania
$867K
UWPG
1157
Ullmann Wealth Partners Group
Florida
$866K
BWM
1158
BNC Wealth Management
Oregon
$864K
AGC
1159
August Group Capital
$864K
OFG
1160
Orcam Financial Group
California
$856K
CWM
1161
CMH Wealth Management
New Hampshire
$851K
C
1162
Certuity
Florida
$848K
RWP
1163
Ridgecrest Wealth Partners
California
$847K
AWA
1164
Arete Wealth Advisors
Illinois
$846K
SFG
1165
Sage Financial Group
Pennsylvania
$844K
BCM
1166
Brasada Capital Management
Texas
$844K
BWP
1167
Bernardo Wealth Planning
Pennsylvania
$842K
CWA
1168
Crusonia Wealth Advisors
Colorado
$840K
CCA
1169
Cadent Capital Advisors
Oklahoma
$834K
SAM
1170
Sawgrass Asset Management
Florida
$832K
CCA
1171
Carrera Capital Advisors
Michigan
$832K
CA
1172
CGN Advisors
Kansas
$832K
FRA
1173
Front Row Advisors
California
$828K
HR
1174
Howe & Rusling
New York
$828K
SP
1175
Successful Portfolios
Florida
$824K