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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
SWA
1201
Strategies Wealth Advisors
Michigan
$759K
TNBTD
1202
Trustmark National Bank Trust Department
Mississippi
$759K
HCM
1203
Howard Capital Management
Georgia
$758K
BIG
1204
Builder Investment Group
Georgia
$758K
NFS
1205
NewCorp Financial Services
Georgia
$755K
CD
1206
Chapin Davis
Maryland
$753K
PB
1207
Pinnacle Bancorp
Nebraska
$751K
AWM
1208
Abound Wealth Management
Tennessee
$746K
CMAI
1209
Capital Management Associates Inc
Minnesota
$745K
TCOT
1210
Trust Company of Toledo
Ohio
$745K
SA
1211
Stewardship Advisors
Pennsylvania
$745K
AFO
1212
Allie Family Office
Florida
$742K
STA
1213
Summit Trail Advisors
New York
$739K
GWM
1214
Greenhouse Wealth Management
Connecticut
$734K
SAM
1215
SP Asset Management
California
$734K
FPWM
1216
FSB Premier Wealth Management
Iowa
$730K
LF
1217
LifePlan Financial
Minnesota
$729K
Federated Hermes
1218
Federated Hermes
Pennsylvania
$727K
CRI
1219
Commonwealth Retirement Investments
Virginia
$725K
JFG
1220
Jefferies Financial Group
New York
$724K
VAI
1221
Vanguard Advisers Inc
Pennsylvania
$723K
Russell Investments Group
1222
Russell Investments Group
United Kingdom
$722K
WTC
1223
WhitTier Trust Company
Nevada
$721K
MHR
1224
Matthew Hamilton Rosenberg
$719K
WWC
1225
Waypoint Wealth Counsel
Georgia
$717K