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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
JFGIW
1176
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$790K
FCM
1177
Firestone Capital Management
Florida
$789K
VAG
1178
VisionPoint Advisory Group
Texas
$789K
KFAS
1179
Keating Financial Advisory Services
Kansas
$788K
SP
1180
Stonebrook Private
Michigan
$787K
FA
1181
FF Advisors
California
$786K
AA
1182
Argent Advisors
Louisiana
$785K
MCM
1183
MidAtlantic Capital Management
Virginia
$784K
CWRP
1184
Cassady Wealth & Retirement Planning
Nevada
$784K
MHS
1185
M Holdings Securities
Oregon
$781K
BF
1186
Bonfire Financial
Colorado
$780K
BCG
1187
Breakwater Capital Group
New Jersey
$778K
SPL
1188
Smart Portfolios LLC
Washington
$778K
FWA
1189
FSM Wealth Advisors
Ohio
$777K
GBFG
1190
Gerald Baker Financial Group
Texas
$777K
PJSIMP
1191
P.J. Schmidt Investment Management (PJS)
Wisconsin
$775K
ACA
1192
American Capital Advisory
Idaho
$771K
RM
1193
RCW Management
Florida
$770K
EWA
1194
Etesian Wealth Advisors
Oregon
$765K
WETS
1195
Wealth Enhancement Trust Services
South Dakota
$765K
EIA
1196
Eldridge Investment Advisors
New Hampshire
$764K
LAIC
1197
Lederer & Associates Investment Counsel
California
$764K
NSAM
1198
North Star Asset Management
Wisconsin
$762K
BIM
1199
Baldwin Investment Management
Pennsylvania
$762K
CFCS
1200
CDM Financial Counseling Services
Connecticut
$760K