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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
RWM
1176
Rench Wealth Management
Texas
$822K
CWM
1177
Calamos Wealth Management
Illinois
$822K
Calamos Advisors
1178
Calamos Advisors
Illinois
$822K
MBI
1179
May Barnhard Investments
Maryland
$820K
FPH
1180
Financial Planning Hawaii
Hawaii
$817K
DFG
1181
Demars Financial Group
Washington
$815K
HKIM
1182
Hayek Kallen Investment Management
Alabama
$812K
FB
1183
Fulton Bank
Pennsylvania
$810K
HIC
1184
Holderness Investments Company
North Carolina
$808K
WMWM
1185
Wilkins Miller Wealth Management
Alabama
$807K
PPWM
1186
Perissos Private Wealth Management
Oklahoma
$804K
SAFS
1187
S&A Financial Services
Kansas
$799K
TBC
1188
Ted Buchan & Co
California
$798K
SWMG
1189
Stillwater Wealth Management Group
Florida
$797K
ECM
1190
Evergreen Capital Management
Washington
$796K
FSA
1191
Fort Sheridan Advisors
Illinois
$793K
WCM
1192
Weik Capital Management
Pennsylvania
$790K
JFGIW
1193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$790K
FCM
1194
Firestone Capital Management
Florida
$789K
VAG
1195
VisionPoint Advisory Group
Texas
$789K
KFAS
1196
Keating Financial Advisory Services
Kansas
$788K
SP
1197
Stonebrook Private
Michigan
$787K
FA
1198
FF Advisors
California
$786K
AA
1199
Argent Advisors
Louisiana
$785K
MCM
1200
MidAtlantic Capital Management
Virginia
$784K